Family Financial Planning Made Simple - Plan Your Future Together
Your family's financial future shouldn't be left to chance. Whether you're planning for your children's education in London, retirement in Spain, or building generational wealth across continents, Know Your Dosh brings your family together to create, track, and achieve your financial goals as one united team.
Take control of your family’s financial future with Know Your Dosh, the all-in-one planning platform trusted by households tracking over £78 million in assets. From budgeting to long-term planning, we make it easy for families to organise their money, reduce stress, and make informed decisions together.
Built for families, not finance pros
Trusted in 48 countries
Secure & private dashboard
Track your assets, liabilities and renewals
Collaborate with your family
Grow your wealth
Why Collaborative Family Financial Planning Works 🎉
- Shared Vision: Align family members on common financial goals
- Transparent Communication: Open discussions about money and priorities
- Coordinated Efforts: Everyone contributes to family financial success
- Legacy Building: Plan for current and future generations
Family Communication & Decision Making 🎯
Financial Family Meetings
- Monthly Financial Check-ins: Regular family financial discussions
- Goal Review Sessions: Quarterly progress reviews and adjustments
- Annual Planning Retreats: Comprehensive yearly financial planning
- Crisis Communication: Emergency financial decision-making protocols
- Celebration Milestones: Acknowledge financial achievements together
Financial Education for All Ages
- Children’s Financial Literacy: Age-appropriate money education
- Teen Investment Education: Introduction to investing and compound interest
- Adult Financial Skills: Advanced planning and investment strategies
- Senior Financial Security: Protecting against financial fraud and scams
Risk Management & Insurance Planning 👨💼
Family Insurance Coordination
- Life Insurance Planning: Ensure adequate family protection
- Disability Insurance: Protect family income from disability
- Health Insurance Optimisation: Coordinate family health coverage
- Property Insurance: Protect family assets and properties
- Liability Protection: Umbrella policies and asset protection
- International Coverage: Insurance for global families
- Travel Insurance: Protection for family travel
- Expatriate Insurance: Coverage for families living abroad
- Currency Protection: Insurance against currency fluctuations
Emergency Fund Planning
- Fund Size Calculation: Determine appropriate emergency fund size
- Accessibility Planning: Ensure funds are available when needed
- Multi-Currency Reserves: Emergency funds in multiple currencies
- Family Crisis Planning: Protocols for financial emergencies
- Recovery Strategies: Plans for rebuilding after financial setbacks
Retirement & Long-Term Wealth Planning 💰
Multi-Generational Retirement Planning
- Global Pension Tracking: Monitor pensions across multiple countries
- Social Security Integration: Track benefits from different countries
- Retirement Income Projection: Calculate retirement income needs
- Healthcare Cost Planning: Plan for medical expenses in retirement
- Spousal Retirement Sync: Coordinate retirement timing between spouses
- Caregiver Planning: Plan for elderly parent care responsibilities
- Inheritance Integration: Factor inheritance into retirement planning
- Family Support Planning: Plan for supporting adult children or grandchildren
Estate Planning Integration
- Will and Trust Management: Track estate planning documents
- Beneficiary Coordination: Ensure all accounts have updated beneficiaries
- Tax Optimisation: Minimise estate taxes across jurisdictions
- Family Business Succession: Plan for business transfer to next generation
- Charitable Giving Strategy: Integrate philanthropy into estate planning
- Multi-Country Assets: Navigate estate planning across jurisdictions
- Currency Risk Management: Protect estate value from currency fluctuations
Technology & Security 🔐
Secure Family Financial Platform
- Bank-Grade Encryption: Protect all family financial data
- Multi-Factor Authentication: Secure access for all family members
- Role-Based Permissions: Control who sees what information
- Audit Trails: Track all access and changes to financial data
- Privacy Controls: Maintain individual privacy within family sharing
Integration & Automation
- Bank Account Connectivity: Real-time data from hundreds of institutions
- Investment Platform Integration: Connect brokerage and retirement accounts
- Calendar Integration: Schedule financial planning activities
- Mobile Synchronisation: Access planning tools on all devices
Getting Started with Family Financial Planning 🚦
Family Financial Planning Onboarding
- Family Financial Assessment: Evaluate current financial situation
- Goal Setting Workshop: Define family financial objectives
- Budget Creation: Establish collaborative family budget
- Account Integration: Connect all family financial accounts
- Planning Schedule: Set up regular planning meetings and reviews
