All activity
Create a comprehensive financial plan in minutes. Manage all of your finances in one place. See your financial health across 10 different categories. Have a clear, step-by-step task list to improve your finances. Receive weekly emails to track your progress.
Planned
Affordable financial planning for everyone
Matt Schuberg
left a comment
After years of working in the financial planning industry, I noticed all of the clients I was working with were already wealthy. All of the advisors I worked with weren't interested in helping smaller clients. I created Planned to fix that.
Planned
Affordable financial planning for everyone