# Personal Financial Plan Wiz > DIY personal financial planning app for lifetime goal assessment and 'what if' analysis. (iPhone/iPad app by PF Wiz LLC.) - Source: https://appshunter.io/ios/app/personal-financial-plan-wiz/id701216911 (this page in markdown: same URL + `.md`) - Developer: [PF Wiz LLC](https://appshunter.io/developer/674198371) - Category: Finance, Productivity - Price: Free - Age rating: 4+ - Requires: iOS 10.0 · 14 MB - Languages: American English - Released: 2013-12-30 - Data updated: 2026-06-06 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/personal-financial-plan-wiz/id701216911/reviews.md ## What is Personal Financial Plan Wiz? Achieve your lifetime financial goals! Save hundreds of dollars with this comprehensive, DIY personal financial planning app. FINANCIAL PLAN WIZ is the only app available that puts comprehensive, do-it-yourself personal financial planning at the fingertips of anyone who wants to assess their ability to achieve their key lifetime financial goals. FINANCIAL PLAN WIZ is not a short term budgeting app. It is a long-term strategic planning app that allows you to assess your lifetime financial goals with the flexibility of performing ‘what if’ analysis at any time, so users can conveniently assess the impact of alternative goal, income and expense, saving and investing return assumptions. If you are 25-to-60-years old and want an alternative to expensive financial advisors for a personal financial plan, you can now download FINANCIAL PLAN WIZ and get started on saving money today. With minimal input, you will be able to: • PROJECT numerous financial variables such as assets, liabilities, wealth, and cash flow surpluses/deficits through retirement to age 95 in either future or present values • ASSESS alternative goal, income and expense, wealth and cash flow outcomes each year • GET TIPS on how to improve your forecast wealth, cash flow, and goals • EMAIL yourself key results as an attached PDF FINANCIAL PLAN WIZ was designed by well-known college Finance Professor and author Dr. Lawrence J. Gitman, with over 2 million students having used his textbooks. A licensed financial advisor, he designed this comprehensive personal financial plan app with a simple user interface that allows users to assess the likelihood they will achieve their key lifetime financial goals. Learn more about the FINANCIAL PLAN app on our website at pfwiz.com Questions? Support? Contact info@pfwiz.com ## Key features - Project financial variables through retirement - Assess alternative financial outcomes - Get tips to improve financial forecast - Email key results as PDF - Perform 'what if' analysis ## Recent user reviews (5 of 5) All indexed reviews: https://appshunter.io/ios/app/personal-financial-plan-wiz/id701216911/reviews.md ### 1/5 — Doesn’t seem to work *2018-01-19, version 2.1* 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. ### 2/5 — Not Great *2017-01-01, version 2.1* Doesn't allow you to put zero balances in debt or loans etc ### 1/5 — Looked promising *2015-08-19, version 1.1* 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. ### 1/5 — Calculation Problems *2015-04-24, version 1.1* 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. ### 5/5 — Great app. Now I know what my future holds. *2013-12-31, version 1.0* This app lets me plan financial goals and see what my retirement situation will look like. It's a great finance tool! ## Frequently asked questions about Personal Financial Plan Wiz ### 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. ## Version history (last 5 releases) ### 2.5 — 2025-04-24 Minor bug fixes and performance improvements. ### 2.4 — 2022-08-26 Fixed pdf partial blackout issue. ### 2.3 — 2020-06-12 Fixed push notification issue ### 2.2 — 2020-05-05 Compatible with iOS 13 and all device resolutions ### 2.1 — 2016-06-18 Minor bug fixing ## Apps similar to Personal Financial Plan Wiz | App | Rating | Price | Category | | --- | --- | --- | --- | | [Annuity Lab](https://appshunter.io/ios/app/annuity-lab/id1152480477) | 1.1 (10) | Free | Finance | | [Pennyworth Financial Planning](https://appshunter.io/ios/app/pennyworth-financial-planning/id1549203413) | — | Free | Finance | | [Money Manager Budgeting FamiFi](https://appshunter.io/ios/app/money-manager-budgeting-famifi/id6461083592) | 5.0 (3) | Free | Finance | | [The Coterie](https://appshunter.io/ios/app/the-coterie/id1580627660) | 5.0 (7) | Free | Finance | | [Pocket Plan App](https://appshunter.io/ios/app/pocket-plan-app/id1586643059) | 5.0 (2) | Free | Finance | | [Archiel](https://appshunter.io/ios/app/archiel/id1515968882) | — | Free | Finance | --- *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 2026-06-06.*