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Empowering people to achieve their long-term goals by helping them navigate the financial decisions in their lives by thinking through their objectives, developing a plan for them, and nudging them to stay on track along the way.

BRIDGING THE GAP BETWEEN

SHORT RUN

In the short run, Sheer helps you tackle day-to-day financial decisions with clarity and confidence. Whether it's managing monthly expenses, budgeting for upcoming events, or making quick financial choices, our tools provide you with real-time insights to make the best decisions for today—setting the stage for a stronger financial future.

LONG RUN

In the long run, Sheer supports you in achieving your financial goals over time. We help you plan for major milestones—like home ownership, retirement, or family planning—by providing powerful scenario analysis and goal-setting tools. With Sheer, you can build a financial strategy that evolves with your life, ensuring long-term success and peace of mind.

SET GOALS

People Cannot connect their day-to-day life with their financial goals.

Our Budgeting & Goal Setting feature helps you establish clear financial objectives and create a roadmap to achieve them.

REVIEW PLANS

They cannot track progress towards their goals.

With personalized budgeting tools, you can track your spending, adjust your plans as needed, and stay on course to meet your financial goals.

NUDGE AND ADAPT

We want to move our customers from impulsive to rational decision-making.

Our Decision Support Tools assist you in making rational financial choices by evaluating the potential impacts of different decisions. Whether considering a major purchase or investment, Sheer provides the data and analysis you need to make confident, informed choices.