A student loan, credit cards, your car, or a mortgage − personal debt is a part of most people’s lives. Effectively managing debt is an important part of a smart...
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 on a mission to enable everyday people to live their best lives, through the first online strategic financial-life planning platform. Our team of technologists and financial services experts have been working hard to execute this vision since 2018.Read more