# FDC Plan on Purpose — Purpose-Driven Planning

> Financial planning tool for clients of advisors using FDC Plan on Purpose. (iPhone/iPad app by FDC plan on purpose LLC.)

- Source: https://appshunter.io/ios/app/fdc-plan-on-purpose/id6757619963 (this page in markdown: same URL + `.md`)
- Developer: [FDC plan on purpose LLC](https://appshunter.io/developer/1867859510)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 4 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 13.0 · 62 MB
- Languages: English
- Released: 2026-01-12
- Data updated: 2026-07-16
- Monetization: ad-supported
- User reviews in markdown: https://appshunter.io/ios/app/fdc-plan-on-purpose/id6757619963/reviews.md

## What is FDC Plan on Purpose?

FDC Plan on Purpose helps you stay connected to your financial life—anytime, anywhere.

This app is designed exclusively for clients working with a financial advisor who uses FDC (For Days Coming) Plan on Purpose for holistic financial planning.

With the app, you can stay organized, stay engaged, and stay aligned with what matters most in your life.

What You Can Do
• Access all your planning tools in one place  
  View goals, worksheets, surveys, and documents your advisor shares with you—right from your phone.

• Refresh your goals and track your progress  
  Life changes. Your goals do too. Update them anytime and keep your plan current.

• Review and complete planning forms easily  
  Quick, secure access to worksheets and surveys to help you make steady progress with your advisor.

• Stay in the loop with real updates  
  Get notifications for new features, planning updates, and messages from your advisor.

• View your gaps and what matters most  
  See your priorities and planning gaps at a glance, helping you focus on the areas that deserve attention.

• Manage your profile with ease  
  Update your account details, preferences, and notifications whenever you want.

Designed for Your Planning Journey
Your advisor uses FDC Plan on Purpose to help you build a holistic plan—one that aligns your wealth with your life. 
This app keeps you actively involved in that process, making it simple to collaborate, stay organized, and stay on purpose.

Note
An active FDC client account is required to sign in and use this app. 
If you don’t have an advisor using FDC Plan on Purpose, you can find one inside the app.

## Key features

- Access planning tools
- Track goal progress
- Complete planning forms
- Receive real-time updates
- View planning gaps
- Manage profile

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/fdc-plan-on-purpose/id6757619963/reviews.md

### 5/5 — FDC

*2026-07-06*

Been using Plan on Purpose as part of my day-to-day work at a financial planning firm, and it’s become a genuinely useful tool for both client conversations and internal workflow. The scoring/tiering setup makes it easy to see where a client stands at a glance, and clients seem to actually engage with it rather than glazing over like they do with a lot of financial planning software. Interface is clean and intuitive.

## Frequently asked questions about FDC Plan on Purpose

### What is FDC Plan on Purpose?

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.

### Who can use FDC Plan on Purpose?

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.

### How does FDC Plan on Purpose help with financial goals?

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.

### Is FDC Plan on Purpose secure?

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.

### How often is FDC Plan on Purpose updated?

The app was last updated on January 13, 2026, with version 1.0. Users receive notifications for new features and planning updates.

### What devices support FDC Plan on Purpose?

FDC Plan on Purpose is available for iPhone, iPad, and iPod devices. It is rated for ages 4 and up.

### Does FDC Plan on Purpose have ads?

Yes, FDC Plan on Purpose contains advertisements. As a free application, it is supported by ads to provide its services.

### What are the benefits of using FDC Plan on Purpose with my advisor?

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.

## Version history (last 3 releases)

### 1.0.6 — 2026-07-10

Improved PDF viewing, sharing, and saving.

### 1.0.4 — 2026-06-19

Notifications

### 1.0 — 2026-01-13

No release notes.

## Related topics

[fdc](https://appshunter.io/ios/topics/fdc)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-16.*
