Easy, Simple, Free tool to help you make better decisions around income, spending and debt
Planwise is a tool that helps you see how any combination of income, spending & debt will look in the future. You can simulate virtually any life event or plan.
It helps you make better financial decisions by showing the impact on your finances.
Takes the stress out of major financial decisions like
- Taking a Vacation
- Buying a Car
- Any Major Purchase
- Switching Jobs
- Losing your Job
- Reducing Debt
- Managing Spending
Understand your current financial standing, concerns, and capabilities
Empower yourself to confidently make life decisions that impact your finances
Gain insight into how your present spending habits affect your future options
So you won’t have anyone hounding you. No need for your social security number, banking information, telephone number — heck, we don’t even need your name! All you need to get started is an email address.
You don’t need a background in tech or finance to use Planwise. The instructions are simple to follow, and if you get hung up along the way, built-in help menus will get you back on track.
You only have to enter your information once. If your story changes, just log back in, update your numbers, and Planwise instantly adjusts your financial picture.
And always will be. Planwise is also free from any advertising, making the experience simpler and distraction-free.
Just drop in your numbers and Planwise shows you the financial impact on a simple visual dashboard. As you update your story, the graphs change in real time to show you if your plans are viable... or if you’re about to run out of money.
Planwise is secured with bank level 2048bit SSL security. Our platform is also audited by a 3rd party security service every month.