This app connects clients with their financial advisors for holistic financial planning. Access planning tools, update goals, complete forms, and receive updates to stay engaged with your financial journey.
1.0.6
July 10, 2026
Improved PDF viewing, sharing, and saving.
FDC Plan on Purpose is a financial planning application designed for clients of advisors using the FDC (For Days Coming) platform. It allows users to access their financial plans, track goals, and collaborate with their advisor.
This app is exclusively for clients who are working with a financial advisor that utilizes FDC Plan on Purpose for their financial planning services. An active client account is required to sign in.
FDC Plan on Purpose allows you to view your goals, update them as life changes, and track your progress towards them. It also helps you see your priorities and planning gaps at a glance.
The app provides quick and secure access to planning forms and documents shared by your advisor. It is designed to keep your financial information accessible and manageable.
The app was last updated on January 13, 2026, with version 1.0. Users receive notifications for new features and planning updates.
FDC Plan on Purpose is available for iPhone, iPad, and iPod devices. It is rated for ages 4 and up.
Yes, FDC Plan on Purpose contains advertisements. As a free application, it is supported by ads to provide its services.
Using the app keeps you actively involved in the holistic financial planning process. It simplifies collaboration, helps you stay organized, and ensures you stay aligned with what matters most in your life.
