Start planning.

Book a planner today.

 

We plan your finances,

you plan your life.

13 + 6 =

(During periods of high demand new clients will be prioritized by date of purchase)

Start planning.

Book a planner today.

We plan your finances,

you plan your life.

6 + 1 =

(During periods of high demand new clients will be prioritized by date of purchase)

How It Works

PlanEasy helps make financial planning easy. 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.

How It Works

PlanEasy helps make financial planning easy. 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.

Budgeting & Savings

  • Tell PlanEasy about your regular income
  • Add any recent windfalls (annual bonus, tax return, gift, inheritance)
  • Budget for regular monthly expenses & minimum payments on debt
  • Increase your monthly savings.

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Plan For Emergencies

  • Budget for infrequent expenses. PlanEasy will prompt you with examples like car maintenance, home maintenance etc
  • Start building an emergency fund. Let PlanEasy help you decide the right amount.

Optimize Tax & Gov. Benefits

  • Tell PlanEasy about employer matched retirement funds & employee profit sharing plans to take advantage of
  • Let PlanEasy optimize your government benefits
  • Let PlanEasy looks for ways to reduce your taxes now and in the future

Debt, Assets, Net Worth

  • Tell PlanEasy about your debts
  • Tell PlanEasy about your assets
  • Let PlanEasy recommend a debt payoff plan

Set & Review Financial Goals

  • Choose savings goals like down payment, wedding, children’s education, retirement etc. Or create your own custom savings goal.
  • PlanEasy will automatically create a plan for you by breaking down your goal into smaller chunks.

Investment Planning & Risk Management

  • Create an investment plan
  • Reduce risk with insurance (when applicable)
  • Wills and power of attorney (when applicable)

Why PlanEasy?

It makes financial planning easy.

A financial plan is a list of your financial goals, both now and in the future, with a map of the best way to get there. Life rarely follows a straight path. You need help to navigate the financial twists and turns. A financial plan will help you put your hard-earned money to work in the best way possible. PlanEasy helps make financial planning easy.

Why PlanEasy?

It makes financial planning easy.

A financial plan is a list of your financial goals, both now and in the future, with a map of the best way to get there. Life rarely follows a straight path. You need help to navigate the financial twists and turns. A financial plan will help you put your hard-earned money to work in the best way possible. PlanEasy helps make financial planning easy.

The Benefit of Financial Planning:

Choosing the right strategy can help you save a lot of money. Optimizing investment fees, income taxes and government benefits can save the average family $350,000+ over their lifetime.1

This means you can save less money each month but still achieve the same financial goals.

The Benefit of Financial Planning:

Choosing the right strategy can help you save a lot of money. Optimizing investment fees, income taxes and government benefits can save the average family $350,000+ over their lifetime.

This means you can save less money each month but still achieve the same financial goals.

From Lower Investment Fees

From Optimized Taxes and Gov. Benefits

Financial planning made easy.

1. Average family income of $80.940. Target retirement income of $56,658.

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