Plan Your Retirement Without Compromising Your Privacy

Sabal helps you have essential retirement conversations with family by organizing financial information in one secure place and letting you control exactly what each person sees.

No credit card required. Cancel anytime.

Professional advisors collaborating with clients on financial matters
A screenshot of the app showing retirement accounts with selective family sharing controls

Your Financial Picture, Their Peace of Mind

Connect all your retirement accounts and information to one secure workspace, then control exactly what each family member sees.

  • Share account summaries with your kids while keeping transaction details private to you and your spouse
  • Let your kids access important contacts and emergency information without exposing any financial information
  • Connect 401ks, pensions, and investment accounts so you and your family understand your complete financial picture
A screenshot showing professional contacts organized for family access during retirement planning

More Than Just Account Numbers

Retirement conversations need more than financial balances. Sabal organizes important documents, professional contacts, and estate planning details so your family knows what matters most.

  • Store Medicare information, insurance policies, and estate documents where family can find them when needed
  • Organize your professional team — advisors, doctors, attorneys — with notes about each relationship
  • Keep important passwords and account access information secure but accessible to designated family members
  • Track beneficiary details and ownership structures so nothing gets overlooked during transitions
A screenshot showing gradual information sharing controls for family members

Start Small, Build Confidence

Start conversations gradually on your timeline. Share basic information first, then add details as your family becomes more comfortable with financial discussions.

  • Begin with simple information sharing — advisor contacts or account locations — then gradually share more over time
  • Give different family members different access levels based on their role and your comfort
  • Add unlimited family members and trusted individuals to your workspace as your planning needs expand
A screenshot of retirement planning conversations with guided family coordination

From "Someday" to "Today"

Sabal's checklists and tools help you tackle the family conversations you've been meaning to have

  • Share your advisor's contact information with your kids - finally give them that peace of mind
  • Use our Financial Check-In checklist to review retirement accounts and income sources with family
  • Create a family emergency contact list so everyone knows who to call when needed
  • Set up account summaries your spouse can understand without overwhelming them with details

Family Support, Not Family Stress

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

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