# Calibrate Case Study: Life-Stage Planning with Plaid

> Calibrate is a financial planning platform that starts with the user's life stage, syncs bank accounts through Plaid and projects five years ahead.

- **URL**: https://www.nocodetalks.co/work/calibrate
- **Site**: Nocodetalks, a one-person product studio that builds finance tools for US accounting firms, CFOs and fintech founders
- **Contact**: ankur@nocodetalks.co
- **Free 30-minute audit**: https://cal.com/nocodetalks/quick-catchup-30-min

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Case study · Client project · 1 month

# Financial planning that starts with your life.

Not just your numbers. Powered by Plaid for real-time bank data.

Project facts

Type

Client project

Timeline

1 month

Connects to

Plaid

Website

[calibratego.com](https://calibratego.com)

[ ![Calibrate financial planning dashboard](/_astro/calibrate-dashboard.-925PdYI_Z1WqfSC.webp) (view full size)](https://www.nocodetalks.co/%5Fastro/calibrate-dashboard.-925PdYI%5FZ1WqfSC.webp)

**01**Financial planning dashboard

## What it does.

The main features, as built.

1. **01** Plaid integration syncs transactions across multiple bank accounts automatically.
2. **02** Users pick their life stage (early career, new parent, raising kids) and get a plan built around it.
3. **03** Step-by-step onboarding that asks the right questions without overwhelming people.
4. **04** Financial outlook dashboard with 5-year projections, net worth tracking and scenario modeling.

## Screens.

From the working product. Click any screen to see it full size.

[ ![Calibrate account setup screen](/_astro/calibrate-setup.rR6n5DCO_Z1B7RAD.webp) (view full size)](https://www.nocodetalks.co/%5Fastro/calibrate-setup.rR6n5DCO%5FZ1B7RAD.webp)

**02**Account setup screen

[ ![Calibrate life stage selection](/_astro/calibrate-lifestage.BoNHXUIJ_JCuBS.webp) (view full size)](https://www.nocodetalks.co/%5Fastro/calibrate-lifestage.BoNHXUIJ%5FJCuBS.webp)

**03**Life stage selection

[ ![Calibrate goal planning screen](/_astro/calibrate-goals.CJ5zMK0j_Z3v95v.webp) (view full size)](https://www.nocodetalks.co/%5Fastro/calibrate-goals.CJ5zMK0j%5FZ3v95v.webp)

**04**Goal planning screen

## More work.

Other builds from the studio.

- [Own product · 1 month Chasebot Automated SMS and email invoice chaser with real-time Xero sync. **Read the case study**](https://www.nocodetalks.co/work/chasebot)
- [Client project · 3 months Accelerated Strategies HELOC-powered debt payoff calculator with Plaid account linking and scenario planning. **Read the case study**](https://www.nocodetalks.co/work/accelerated-strategies)
- [Client project · Australia · 2 months Jarr Portfolio tracker for Praemium and Class super accounts: performance, holdings and transactions in one view. **Read the case study**](https://www.nocodetalks.co/work/jarr)
- [Client project · 2 months TSquared Labs Internal dashboards pulling data from Mindbody, Trainerize and GoHighLevel for a personal training company. **Read the case study**](https://www.nocodetalks.co/work/tsquared-labs)

## Need something like Calibrate for your firm?

A free 30-minute call on your workflow, then the one problem worth solving first, with a fixed scope and price.

[Book the free audit ](https://cal.com/nocodetalks/quick-catchup-30-min)