Personal Financial Plan Wiz 2.4

PF Wiz LLC – Freeware – iOS
out of 3 votes

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FINANCIAL PLAN WIZ offers a unique approach to personal financial planning, allowing users to actively engage in their long-term financial strategies. Unlike typical budgeting applications, this app is focused on comprehensive, do-it-yourself financial planning, making it suitable for anyone eager to evaluate their ability to reach significant lifelong financial objectives.

This app empowers users to perform 'what if' analyses, offering flexibility in assessing various scenarios related to income, expenses, savings, and investment returns. Such capability ensures that users can make informed decisions based on alternative assumptions about their financial futures.

Aimed at individuals aged 25 to 60 who seek an economical substitute for traditional financial advisors, FINANCIAL PLAN WIZ provides an efficient platform for creating personalized financial plans. With minimal input required, users can:
<ul>
 <li>Project a range of financial metrics, including assets, liabilities, and cash flow throughout the course of their lifetime.</li>
 <li>Evaluate different outcomes related to goals and financial situations on an annual basis.</li>
 <li>Receive actionable insights to enhance wealth accumulation and improve cash flow.</li>
 <li>Export key results easily as a PDF document for personal records or further analysis.</li>
</ul>

Developed by Dr. Lawrence J. Gitman, a respected finance professor and author with extensive experience in finance education, this app benefits from his expertise to ensure an intuitive user experience. The design aims to demystify personal finance, enabling users to realistically assess their chances of achieving their key lifetime goals.

For further information about FINANCIAL PLAN WIZ, please visit our website at <a href="http://pfwiz.com">pfwiz.com</a>.

If you have questions or require support, feel free to contact us at <a href="mailto:info@pfwiz.com">info@pfwiz.com</a>.

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Latest Version
2.4

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