Personal Financial Plan
Are you on track to achieve your financial goals? Find out with this DIY personal financial planning app.
(mouse over image for navigation arrows)
Personal 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 financial goals.
Personal Financial Plan Wiz is not a short term budgeting app or limited to retirement planning. It is a long-term strategic planning app that allows you to assess your financial goals with the flexibility of performing ‘what if’ analysis.
Personal Financial Plan Wiz was designed by well-known college Finance Professor and author Lawrence J. Gitman, with over 2 million students using his textbooks. A licensed financial advisor himself, Dr. Gitman wanted to design a comprehensive app with a simple user interface and provide a low cost alternative to traditionally expensive financial plans.
If you are 25-to-60-years old and want to avoid paying hundreds of dollars to a financial advisor for preparation of a personal financial plan, you can now download Personal Financial Plan Wiz and get started on saving money today.
PROJECT numerous financial variables such as assets, liabilities, wealth, and cash flow surpluses/deficits through age 95
ASSESS alternative goal, income and expense, saving and investing returns
GET TIPS on wealth, cash flow, and goals
EMAIL yourself key results as an attached PDF
PERSONAL FINANCIAL PLAN WIZ was designed by well-known college Finance Professor and author Dr. Lawrence J. Gitman, with over 2 million students using his textbooks. A licensed financial advisor himself, Dr. Gitman wanted to design a comprehensive personal financial plan app with a simple user interface to provide a low cost alternative to the masses. Compatible with iPhone, iPod touch and iPad. Requires iOS 4.3 or above.
Questions? Support. Contact Us