Finally, you can learn how money works, manage your finances, and create a budget to help you build the financial future you deserve, all on one app.
PLAN-IT is the on-the-go financial solution to help you begin your journey to financial freedom.
PLAN-IT is available for users as young as 5 years old or as old as retirement age.
Unique Individual Experience
Create your PLAN-IT account and then complete a short assessment to help PLAN-IT learn about your individual needs and goals. PLAN-IT will then create a personalized learning path based on your current level of financial knowledge. You will then get access to your first set of lessons that will include videos and articles to help make you more financially savvy.
Users can unlock access to their FULL curriculum for $9.99 per month. PLAN-IT subscribers will receive new articles and videos each month. The subscription plan will help each user learn and grow based on their individual needs and goals.
A Budgeting Tool as Unique as You
PLAN-IT users get access to our FREE budgeting tool. PLAN-IT is powered by PLAID® to safely connect your bank accounts and investment portfolios to help keep your finances on track.
Budgeting with PLAN-IT is different because if you are close to overspending then you will receive a notification to warn you and remind you of previous lessons.
PLAN-IT’s goal is to help our users improve their financial future by providing engaging lessons to help you BUILD a better tomorrow for yourself and for your loved ones.