One plan. Everything included.
No tiers, no upsells. Every SirHENRY member gets the full experience.
Professional-grade financial analysis tools. Without the traditional price tag.
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.
Vanguard research suggests that structured financial guidance can add roughly 3% in net returns over time through behavioral coaching, tax-efficient strategies, and proper asset allocation. One well-timed decision on RSU exercise, Roth conversion, or tax-loss harvesting can be worth thousands.
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.
$240/year — billed annually
Replaces 4–5 planning tools
Save 50–100 hours/year · Make better-informed decisions
AI-Powered Planning
- AI financial analyst (Sir Henry)
- Retirement projections (10,000 simulations)
- 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 + mobile apps
Security & Privacy
- Bank-level encryption
- Your data never leaves your device
Not a licensed financial advisor. SirHENRY is an AI-powered planning tool that helps you make better financial decisions.