Flames Financial Dashboard

Free Financial Planning Dashboard

Organize net worth, cash flow, goals, debt, retirement, insurance, estate documents, and planning questions in one connected dashboard.

Start Free Schedule a Discovery Meeting
Overview page of the Flames Financial Dashboard showing net worth, active goals, planning support, and the planning team
$0 to useNo Flames membership required to start.
Connected planningNet worth, budgeting, and goals feed each other.
Real toolsTrack payoff timelines, retirement goals, child savings, and more.
Advisor-readyUse the dashboard to prepare better planning conversations.

Direct answer

What Is the Flames Financial Dashboard?

The Flames Financial Dashboard is a free planning dashboard that helps you organize your financial life in one place.

It is broader than a budgeting app, more structured than a spreadsheet, more connected than a single calculator, and more client-friendly than a traditional advisor portal. You can use it to organize your numbers before deciding whether you need personalized advisor help.

Know where you are

Track assets, liabilities, insurance, estate documents, and your overall net worth snapshot.

Explore net worth tracking

See where money goes

Build a simple or detailed household cash-flow view with income, estimated taxes, savings, fixed expenses, flexible spending, and burn.

Explore budgeting

Connect dollars to goals

Use emergency fund, retirement, child savings, payoff, and flexible savings tools to turn numbers into planning questions.

Explore goal planning

How it works

The Pieces Connect

The dashboard is built around connected planning inputs. Net worth can feed goals. Budgeting can feed savings assumptions. Goals can pull from accounts and debts you already entered.

Overview page of the Flames Financial Dashboard showing net worth, active goals, planning support, and the planning team

What users see after login

  • Financial snapshot and net worth.
  • Active goals and progress status.
  • Recent planning content and support prompts.
  • A clear path to ask an advisor for a second set of eyes.
Net worth page with assets, liabilities, insurance, and estate planning sections Budgeting page with income, estimated taxes, savings, expenses, and waterfall chart Goal planning screen with emergency fund, retirement, child savings, payoff, debt payoff, and savings goal options

Dashboard plus advisor

Start with the Dashboard. Get Advice When Decisions Matter.

The dashboard helps you see the plan. The advisor relationship helps you make the decisions.

1
Organize the numbers

Enter assets, debts, income, savings, spending, insurance, estate documents, and goals.

2
See the tradeoffs

Use the dashboard to identify cash-flow gaps, payoff options, savings targets, and retirement questions.

3
Get help when the decision matters

Schedule a discovery meeting when you need personalized advice, implementation help, or a coordinated plan.

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Common questions

Free Dashboard FAQ

Is the Flames Financial Dashboard really free?

Yes. You do not need to become a Flames client to use the dashboard.

Do I need a Flames advisor to use it?

No. The free dashboard can be used for organization, literacy, and planning preparation. An advisor relationship adds personalized judgment and implementation help.

How is this different from a spreadsheet?

The pieces connect. Net worth can feed goals, budgeting can feed savings assumptions, and goals can pull from real accounts or debts.

When should I schedule a discovery meeting?

Consider scheduling when your questions involve retirement readiness, tax strategy, investment allocation, insurance gaps, estate planning, business ownership, major debt payoff, or competing goals.

The Flames Financial Dashboard is an educational planning tool. It is not financial, tax, legal, or investment advice. Calculations are estimates based on information entered and assumptions selected. Review important decisions with a qualified professional before acting.