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Personal Financial Plan Wiz

Personal Financial Plan Wiz

by PF Wiz LLC

0 ratings
5 reviews
📊 Productivity
💰 Finance
Free

Details

Released
December 30, 2013
Updated
April 24, 2025

Features

Developer

PF Wiz LLC
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Personal Financial Plan Wiz screenshot #1 for iPhone
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About

This app helps you plan for your lifetime financial goals with a DIY approach. It allows for 'what if' analysis on various financial variables and provides tips to improve your financial forecast. Get started on saving money and assessing your financial future.

✓Project financial variables through retirement
✓Assess alternative financial outcomes
✓Get tips to improve financial forecast
✓Email key results as PDF
✓Perform 'what if' analysis
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What's New in Personal Financial Plan Wiz

2.5

April 24, 2025

Minor bug fixes and performance improvements.

User reviews

Most RecentHighest RatedLowest Rated

Doesn’t seem to work

Won’t let me create an account to use, not sure if it just needs an update, but not useful if I can’t use the app.
HHoops_Junkie

Not Great

Doesn't allow you to put zero balances in debt or loans etc
BBazza336

Looked promising

However this app continually crashes after the first several questions have been responded to; perhaps when this problem is corrected I will make another attempt. I am using the current iPad Air.
CChnymo

Calculation Problems

I cannot get any data real or imagined to calculate properly. When compared to other retirement calculators this app is way off… by BILLIONS of dollars.
Mmeeple28

Great app. Now I know what my future holds.

This app lets me plan financial goals and see what my retirement situation will look like. It's a great finance tool!
DDyNoMiter

FAQ

What is Personal Financial Plan Wiz?

Personal Financial Plan Wiz is a DIY personal financial planning app designed to help users assess their ability to achieve lifetime financial goals. It focuses on long-term strategic planning rather than short-term budgeting.

Who designed Personal Financial Plan Wiz?

Personal Financial Plan Wiz was designed by Dr. Lawrence J. Gitman, a well-known college Finance Professor and author, with over 2 million students having used his textbooks. He is also a licensed financial advisor.

What kind of financial variables can Personal Financial Plan Wiz project?

The app can project numerous financial variables such as assets, liabilities, wealth, and cash flow surpluses/deficits through retirement to age 95. These can be viewed in either future or present values.

Can I see how changes affect my financial plan with Personal Financial Plan Wiz?

Yes, the app allows for 'what if' analysis, enabling users to assess the impact of alternative goal, income and expense, saving, and investing return assumptions at any time.

What devices does Personal Financial Plan Wiz support?

Personal Financial Plan Wiz is available for iPhone, iPad, and iPod devices.

How often is Personal Financial Plan Wiz updated?

The app was last updated on April 24, 2025, with version 2.5. This indicates a relatively recent update, suggesting ongoing development and support.

Does Personal Financial Plan Wiz have ads?

No, Personal Financial Plan Wiz does not contain advertisements. The app is free to download and use without any ad interruptions.

What is the age rating for Personal Financial Plan Wiz?

Personal Financial Plan Wiz has an age rating of 4+, making it suitable for a wide range of users, including children and adults.