Money knowledge should be free.

BudgetWise exists to give everyone access to the financial education that used to be reserved for the wealthy — completely free, forever.

Our Mission

Financial anxiety is a public health crisis.

Two-thirds of Americans say money is their #1 source of stress. Most people never received any financial education in school. Quality financial advice costs thousands of dollars in advisor fees.

We built BudgetWise to change that. Our platform gives anyone with an internet connection access to the same quality financial education as those with a personal CFP. For free.

Our Principles

Unbiased & Independent

We don't accept payment to promote specific financial products. Our recommendations are based on research, not revenue.

Education First

We believe that understanding the 'why' behind money decisions is more valuable than any single tip or trick.

Built for Real People

Our tools and guides are designed for real people, not finance MBA graduates. Plain English, always.

Accuracy & Trust

Every guide is reviewed for accuracy. We cite our sources and disclose any affiliate relationships.

Meet the Team

SC

Sarah Chen, CFP®

Founder & Head of Education

15+ years as a Certified Financial Planner. Formerly at Fidelity and Vanguard. Passionate about democratizing financial advice.

MW

Marcus Williams

Lead Finance Writer

Former Wall Street analyst and financial journalist. Has written for Forbes, CNBC, and The Wall Street Journal.

PP

Dr. Priya Patel, PhD

Research Director

Behavioral economist specializing in financial decision-making. Ensures our content is grounded in research and evidence.

JR

James Rodriguez

Tools & Engineering Lead

Full-stack engineer with a passion for financial technology. Builds the calculators and tools that power BudgetWise.

Our Story

2021

BudgetWise founded with a simple mission: make financial education free and accessible.

2022

Launched our first 5 interactive calculators and reached 50,000 monthly readers.

2023

Featured in Forbes, CNBC, and TIME Magazine's Personal Finance issue.

2024

Reached 1 million monthly readers and launched our premium resource library.

2025

250,000 newsletter subscribers. Expanded to cover investing and tax content.

2026

Complete platform redesign with 48 free tools and 500+ expert articles.

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