Individual Insights, Joint Planning
You want to see fine-grain details, while your partner wants the 'big picture'. Sabal gives you both what you need without overwhelming anyone.
- See every transaction and holding details while your partner views spending summaries and account totals
- Generate detailed investment reports for yourself and simple progress updates for joint planning sessions
- Track individual investment performance alongside your combined retirement accounts
- All views stay current automatically - no manual updates or spreadsheets to maintain
Your Digital Kitchen Table
Financial conversations need more than account balances. Sabal brings together everything couples need when making big decisions.
- Store important documents - insurance policies, mortgage agreements, POAs - where you can both find them when needed
- Track beneficiaries and contingent beneficiaries across all accounts to stay aligned on your estate planning
- Generate custom reports to answer specific questions - combined emergency fund, individual retirement progress, or household investment exposure
- Keep your financial team contacts organized - advisors, attorneys, insurance agents - with notes on who handles what
From "Someday" to "Today"
Sabal's checklists and tools help you tackle the decisions you've been meaning to discuss
- Review and align beneficiaries across all accounts - finally check that box you've been avoiding
- Use our Financial Check-In checklist to make reviewing finances a habit
- Create custom checklists to bring your current to-do list into Sabal
- Keep tabs on your emergency fund across institutions with a custom report
Partnership, Not Pressure
Early members get a 30-day free trial (no credit card required) and early-access pricing, plus guided onboarding to help you get the most out of Sabal.
Monthly
Yearly
$59.99
per year