Archived App
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
This app provides comprehensive financial planning and coaching to help users achieve their financial goals. It offers direct access to a planning portal, real-time plan updates, and communication tools with financial experts.
What's New in TomiPlan
8.10.2
May 4, 2023
FAQ
What is TomiPlan's approach to financial planning?
TomiPlan creates comprehensive financial plans based on your long and short-term goals, rather than focusing on assets under management. This ensures the plan is tailored to your specific aspirations.
How does TomiPlan facilitate communication with financial experts?
The app provides direct access to a portal for communicating with your planning team. It supports messaging, video calling, document sharing, and file management for a seamless experience.
Can I receive updates on my financial plan with TomiPlan?
Yes, you can receive real-time notifications about your financial plan. The app helps you stay on top of your goals, tasks, and upcoming action items.
What devices is TomiPlan available on?
TomiPlan is available on iPhone, iPad, and iPod, making comprehensive financial planning accessible on the go.
When was TomiPlan last updated?
The latest version of TomiPlan was released on May 4, 2023, indicating recent development and support.
What is the age rating for TomiPlan?
TomiPlan has an age rating of 4+, making it suitable for a broad user base interested in financial planning.
Does TomiPlan offer a free trial?
TomiPlan is offered for free, so there is no need for a trial period. Users can access its financial planning features immediately.
What are the key benefits of using TomiPlan for financial planning?
Key benefits include a goal-oriented planning approach, direct communication with financial experts, real-time plan updates, and integrated tools for document management.
