Super easy and insightful
I’ve tried a handful of financial planning apps because I’m tired of overpaying for a financial advisor I can only talk to every couple weeks via appointments. Wealth Coach blows the others out of the water because it gave me a complete picture of my financial situation and projects it into the future. I honestly think the best part is the “simulate” option where you can explore a purchase or adjust savings to see how it affects retirement, college funds, and my custom goal of moving to a new home in 2030. Really neat and convenient software.
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Very helpful
I checked this app out. I wanted to see how my retirement would change if I spent money on a major remodel of my kitchen. Very helpful!
Great way to visualize your situation
I downloaded the app because a family friend told me about it. Once I answered all of the questions upon downloading the app it instantly gave me a summary of my financial situation, when it predicted I would be able to retire, and even let me choose specific goals to work towards, I’ve been saving money for my daughter’s college fund in hopes of being able to cover over 80% of her tuition by the time she graduates high school. The insights are really helpful, and the ability to play around to see what the best way to plan financially to fit your goals and life decisions was really important to me.
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