Financial planning made easy.

Start Planning

Financial planning made easy.

Start Planning

Simple

PlanEasy helps make financial planning simple. We handle all the tough calculations and integrate applicable government programs to create a personalized financial plan for you. To get started, all you need to do is answer some simple questions.

Fun

PlanEasy is not some boring spreadsheet. It’s a fun and intuitive way to plan your finances. Use the interactive map to create a tailored financial plan and track your progress. Earn badges when you reach financial planning milestones.

Unbiased

We work for you. Like any fee-only financial planner, PlanEasy is 100% compensated by you, our customer. No commissions. No sales goals. No hard sell.

Interactive and Intuitive

PlanEasy is both interactive and intuitive. Start by completing your profile and then let PlanEasy tell you what other information is needed.

Build your financial plan one piece at a time. Use the progress map to find out what pieces of your financial plan are still missing.

Let us do the hard stuff like doing calculations and integrating government programs.

Intelligent

Our artificial intelligence engine assissts you in making smart financial decisions to help you reach your goals.

Our engine evaluates different options by performing complicated equations but also taking your personal motivators and risk tolerance into consideration. This gives you a truly personalized financial plan.

At each decision point PlanEasy will provide you with a few different options including one recommended by our AI engine.

Our Customers

PlanEasy is designed for individuals and families with modest income and net worth.

PlanEasy is most effective when used early in the financial planning lifecycle.

Our typical customers are those in their 20’s, 30’s and 40’s, who are either single, in a relationship, or have a young family.

The Financial Planning Lifecycle

Your security and trust are important to us.

We’re committed to protecting your account using the highest security standards available.

Fully encrypted using SSL:
We use state-of-the-art security measures when handling your financial information.

Fully encrypted using SSL:
We use state-of-the-art security measures when handling your financial information.

Financial planning made easy.

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