Founding membership. Locked for life.
At launch, SirHENRY will be a tiered service — planned at $499–$999/year for automated financial management. The first 500 founding members lock in the full core experience now, at a price that never goes up.
$240/year — billed annually
Founding price · locked for as long as you stay · includes the Autopilot tier (planned at $499/yr) when it launches
Limited to the first 500 members · Price locked for life
Replaces 4–5 planning tools
Save an estimated 50–100 hours/year · Make better-informed decisions
Planning That Does the Work
- Ask Sir HENRY — answers from your own numbers
- Monte Carlo retirement projections
- Tax strategy optimization
- Equity compensation planning
- Life event scenario modeling
Full Financial Picture
- Unlimited account connections
- Portfolio & allocation tracking
- Cash flow & budget forecasting
- Goal tracking with HENRY templates
- Desktop app · web companion on the roadmap
Security & Privacy
- Encrypted credentials via Plaid
- No analytics, no ads, no data sales
Not a licensed financial advisor. SirHENRY is a financial planning tool that helps you make better financial decisions.
The value of SirHENRY
Three ways SirHENRY pays for itself — in cost, time, and the quality of every financial decision you make.
Replaces $250–1,050/year in tools
One platform instead of four
Budgeting app
Monarch, YNAB, Copilot
$100–150
Retirement planner
Boldin, ProjectionLab
$150–300
Portfolio tracker
Empower, spreadsheets
$0–100
Tax & equity strategy
Research, spreadsheets, one-off sessions
$0–500
Saves an estimated 50–100 hours/year
Based on industry research from NTU Foundation, TIAA Institute, and Kitces Research
One platform vs. 4–5 apps
15–30hrs
No more switching between tools and re-entering data
AI-powered research
20–40hrs
Roth conversions, RSU timing, tax strategy — analyzed for your situation
Automated organization
10–20hrs
Transactions categorized, portfolio tracked, tax docs prepared
Better CPA & advisor prep
5–10hrs
Walk in with organized data and specific questions
Better-informed decisions
The hardest value to quantify — and often the most valuable
SirHENRY runs the numbers on your data — not generic calculators from a blog post. Compare Roth conversion scenarios, model ISO exercise timing, and project your retirement trajectory — all powered by your actual financial data.
For context — what professionals charge
CPA / Tax professional
$1,500–3,000/yr
Financial advisor
$3,000–6,000/yr
SirHENRY doesn't replace your CPA or advisor — it makes every dollar you spend on them go further. Show up with organized data, a clear tax strategy, and questions that matter.
Everything, in one private workspace.
The dashboard your money deserves — running locally, on your machine.
