Solve Life's Financial Puzzle with WealthyPlanet for Free
Make a big impact on Financial priorities
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.
Understand the cost of debt
See the short-term and long-term cost of your debt.
Save tens of thousands of dollars in unnecessary interest payments.
A Proper Plan YOU CONTROL, with a money coach to help
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.
How it works
Watch our explainer video
Step 1
Answer 30 to 40 adaptive questions, less than ten seconds each
Step 2
Book an online appointment with a Money Coach, evaluate your current plan
Step 3
Implement your optimized plan and start saving for priorities
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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.