IndieFi for Employees
Smarter money decisions, powered by AI—not fees.
IndieFi helps the next generation of wealth builders make smarter financial decisions. Our AI combines education with action—giving you plans you can execute, adjust, and refine over time—supported by tools and automations designed for long-term independence and generational impact.
Our mission
IndieFi was built on the idea that everyone deserves a sustainable financial future. We empower individuals and families with education, actionable guidance, and tools that turn intent into steady progress.
Your Financial Partner
Real-time insights, chat live, and ask questions to gain clarity and knowledge.
Plans you can execute
Create realistic strategies that adapt to life’s changes, not spreadsheets alone.
Momentum for the long run
Build habits and decision frameworks that sustain wealth for generations.
The Financial Independence Ladder
A unique, structured process that builds momentum and delivers the results you want. Each rung brings deeper financial insight and greater independence.
Reveal your current cash flow, habits, and blind spots to establish a real baseline.
Define priorities, map your financial picture, build confidence in your next moves, and receive tailored recommendations with timeline options.
Put your strategy into action with systems, routines, and automation that keep you on track.
Cover essentials with reliable income and a durable financial safety net.
Grow beyond essentials while building resilience and optionality.
Achieve self-sufficiency where work is optional and income is sustainable.
Fund the life you want with clarity, choice, and intentional spending.
Live on your own terms with lasting security and multigenerational impact.
We invite you to climb with us.
Life is complex; as your life changes, we adjust your plan. We guide you across an all-in-one financial platform.
How IndieFi supports you
Our free web and mobile apps include educational content and let you engage with the Financial Independence Ladder in real life.
Plan
Define your goals and map a path to reach them.
Execute
Take consistent action with systems that reinforce good habits.
Adjust
Adapt your plan with data-backed insights that keep you resilient.