Personal Financial Plan Wiz

2.3
22 reviews
1K+
Downloads
Content rating
Everyone
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About this app

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
Updated on
Jun 15, 2016

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Location, Personal info and 4 others
Data isn’t encrypted
You can request that data be deleted

Ratings and reviews

2.3
20 reviews
A Google user
June 4, 2014
Forgot my password. Was sent a resent link via email. When i click on it, l get a blank page with small bix in the middle which says Finplan app. Cant reset password. USELESS! :-)
2 people found this review helpful
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Goaled Life
June 10, 2014
Hi Peter, So sorry to hear you are having a problem with the password reset link. We have been trouble shooting this but are not able to duplicate your problem. Can you tell us what device you are using and version? Thanks! PF Wiz Support Team
A Google user
May 22, 2016
Cannot finish the setup step, the Income and Asset pages are simply blank. Need proper testing.
1 person found this review helpful
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A Google user
January 3, 2014
Love it! Awesome, it's fast, simple and accurate! Great for financing minded people.
1 person found this review helpful
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What's new

Minor enhancement
Improve calculation
Fix other minor bugs

App support

Phone number
+18584560560
About the developer
GOALED, INC.
larry@goaledlife.com
1824 Caminito Ascua La Jolla, CA 92037 United States
+1 858-692-3751