Pocket Plan App vs Personal Financial Plan Wiz Usage & Stats
Plan and manage your retirement. Use Pocket Plan to provide current & accurate professional grade financial reports, for free. You can access your custom reports instantly after you sign into your financial accounts.
By using real account data from your Checking, Savings, 401k, IRA and other accounts, we map your current Retirement plan. This plan looks at your Income, Expenses, Savings and Investment Performance. You can see a total view of your finances from today until age 86.
Your plan's health is shown with your Retirement Score. You don't need to know any finance or do any learning. Instead, just check your Retirement Score.
Your can test different ways to improve your Retirement Score using Scenarios. These scenarios allow you to adjust inputs like how much you save, when you retire & how much you spend. Update a single number or many to see what the impact is on your Retirement Score.
Your account comes with desktop access as well. This is where you will be able to see all of your information and access additional tools.
- Apple App Store
- Free
- Finance
Store Rank
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Achieve your lifetime financial goals! Save hundreds of dollars with this comprehensive, DIY personal financial planning app.
FINANCIAL PLAN WIZ is the only app available that puts comprehensive, do-it-yourself personal financial planning at the fingertips of anyone who wants to assess their ability to achieve their key lifetime financial goals.
FINANCIAL PLAN WIZ is not a short term budgeting app. It is a long-term strategic planning app that allows you to assess your lifetime financial goals with the flexibility of performing ‘what if’ analysis at any time, so users can conveniently assess the impact of alternative goal, income and expense, saving and investing return assumptions.
If you are 25-to-60-years old and want an alternative to expensive financial advisors for a personal financial plan, you can now download FINANCIAL PLAN WIZ and get started on saving money today.
With minimal input, you will be able to:
• PROJECT numerous financial variables such as assets, liabilities, wealth, and cash flow surpluses/deficits through retirement to age 95 in either future or present values
• ASSESS alternative goal, income and expense, wealth and cash flow outcomes each year
• GET TIPS on how to improve your forecast wealth, cash flow, and goals
• EMAIL yourself key results as an attached PDF
FINANCIAL PLAN WIZ was designed by well-known college Finance Professor and author Dr. Lawrence J. Gitman, with over 2 million students having used his textbooks. A licensed financial advisor, he designed this comprehensive personal financial plan app with a simple user interface that allows users to assess the likelihood they will achieve their key lifetime financial goals.
Learn more about the FINANCIAL PLAN app on our website at pfwiz.com
Questions? Support? Contact info@pfwiz.com
- Apple App Store
- Free
- Finance
Store Rank
- -
Pocket Plan App VS. 
Personal Financial Plan WizDecember 26, 2024