Automated financial planning.

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Automated financial planning.

Start Planning

What is PlanEasy?

PlanEasy is an automated financial planning tool that is entirely online. PlanEasy is…

Simple

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

Automated

We automate the financial planning process. Tell us your financial goals and we’ll create a map to help you get there. Create your own financial plan without having to be a expert.

Custom

Answer some basic questions so that we can tailor a financial plan just for you. Tell us about your current situation and your goals for the future. We’ll customize a plan that works for you.

Fun

PlanEasy is not some boring spreadsheet. It’s a fun and intuitive way to plan your finances. Use PlanEasy to track your progress. Earn badges when you reach financial planning milestones. Learn how to improve your overall financial health.

Unbiased

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

Inexpensive

PlanEasy is affordable. Our goal is to provide low cost financial planning for all Canadians. We focus on individuals and families who are in their 20’s-40’s. Our plans start at just $6/month.

What is PlanEasy?

PlanEasy is an automated financial planning tool that is entirely online. PlanEasy is…

Simple

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

Automated

We automate the financial planning process. Tell us your financial goals and we’ll create a map to help you get there. Create your own financial plan without having to be a expert.

Custom

Answer some basic questions so that we can tailor a financial plan just for you. Tell us about your current situation and your goals for the future. We’ll customize a plan that works for you.

Fun

PlanEasy is not some boring spreadsheet. It’s a fun and intuitive way to plan your finances. Use PlanEasy to track your progress. Earn badges when you reach financial planning milestones. Learn how to improve your overall financial health.

Unbiased

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

Inexpensive

PlanEasy is affordable. Our goal is to provide low cost financial planning for all Canadians. We focus on individuals and families who are in their 20’s-40’s. Our plans start at just $6/month.

Financial Planning Packages

All packages get the first month free!

(Packages are billed monthly but require an annual commitment after the trial period)

Financial Planning Packages

All packages get the first month free!

(Packages are billed monthly but require an annual commitment after the trial period)

Starter

$6/Month
  • Fast setup – As little as 30 min to setup your financial plan.
  • Less Decisions Required – PlanEasy comes pre-populated with common financial guidelines so you need to make less difficult decisions. Ex 1. Guidelines for budget categories. Ex 2. Guidelines for retirement spending.
  • Focused – Budgeting, Debt Reduction, Investment Planning and basic Retirement Planning.
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Comprehensive

$18/Month
  • Fast setup – As little as 30 min to setup your financial plan.
  • Ultimate Control – Use pre-populated financial guidelines or change them to suit your unique plan. Ex 1. Guidelines on retirement spending. Ex 2. Average cost of children’s education.
  • Ultimate Precision – More calculation options for benefits like the Canada Pension Plan.

  • Scenario Planning – Create up to three additional financial plans to evaluate different options against your original plan.

  • Comprehensive – Budgeting, Debt Reduction, Tax Planning, Retirement Planning, Investment Planning and Risk Reduction.

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Coaching

$80/Month
  • Comprehensive Package – Enjoy all the benefits of the comprehensive package.
  • PLUS…

  • One-on-One Coaching – Get your very own financial planner who will review your plan and meet with you via Skype.
  • 24hr Response Time* – Ask your planner any question via email and receive a response within 24 hours.
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Learn more about how it works.

Learn more about how it works.

Financial planning made easy.

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