Planwell
Personalized financial planning app for retirement, home affordability, college savings, and what-if scenario modeling
The product is a personalized financial planning app that creates lifetime plans for retirement, home buying, college savings, and career breaks, modeling income, expenses, assets, loans, and inflation and running what-if scenarios to show tradeoffs between goals. It is for individual consumers and households who have outgrown budgeting apps and want to plan for financial independence including FIRE. It is delivered as a SaaS web app with a free tier that generates plans from user-entered data without requiring bank account linking.
Key features
- Cash flow projections over lifetime
- Asset breakdown by tax type
- Income modeling with raises and breaks
- Life stage expense planning
- Home affordability calculation
- Retirement and financial freedom planning
- College savings planning
- What-if scenario analysis
- Career break and sabbatical planner
- Retirement calculator
- College savings calculator
- Pay off debt or invest calculator