An annuity is an investment product issued by insurance companies that are often used to fund retirement. They generally require the investor to make a lump sum...
WealthyPlanet takes the uncertainty out of financial planning for everyday people. Assess your strategic financial plan − including investments, mortgage, debt, insurance, and taxes.
View and optimize your plan over a future timeline and make a huge difference to saving for priorities.
See the short-term and long-term cost of your debt.
Save tens of thousands of dollars in unnecessary interest payments.
Professional financial planning is usually done for the wealthy or those willing to pay for it. Now anyone can have a proper, comprehensive financial plan. Includes powerful built-in algorithms and after-tax calculations for the best accuracy.
Our non-commission Money Coaches enable your financial education and self-reliance. We also offer low-fee products so you can save money while reaching goals faster.
Answer 30 to 40 adaptive questions, less than ten seconds each
Book an online appointment with a Money Coach, evaluate your current plan
Implement your optimized plan and start saving for priorities
WealthyPlanet is re-engineering financial services, so anyone can plan an uncompromising path to their best life. We make it easy for everyday people to eliminate debt, build wealth, and plan smart.Read more