Best Family Planner Financial Apps

4.9(32 ratings)

Free

This app simulates thousands of market futures and lifespans to estimate your chance of financial solvency in retirement. It models income, expenses, accounts, debt, and life events with a real US tax engine. Understand key insights and track your progress against your plan.

Financial Finesse by Financial Finesse, Inc.

Your Financial Wellness Hub

Strong Contender

5.0(9 ratings)

Free

This app acts as a personal financial coach, offering a wellness score, personalized action plans, and access to virtual and human coaches. It provides step-by-step guides for major life events and helps users reduce financial stress.

Your Wealth Architect by Wealth Architect, Inc.

AI financial planning

Worth Considering

Financial Care starts here

5.0(18 ratings)

FreeIn-App Purchases

Consolidate your financial accounts, budgets, and goals into a single, clear roadmap. This AI-powered tool helps you understand your spending, build savings plans, and explore retirement scenarios. Get personalized insights and actionable next steps for your financial future.

More Family Planner Financial apps to explore

Brightside Financial

On-demand financial assistantsTailored financial solutionsDebt management tools

This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.

PlanMode: Retirement Planner

(1.7K)

free

Long-term Financial Planning

Lifetime wealth projectionsRetirement savings gap analysisScenario testing for financial decisions

This app helps you plan for your financial future by projecting your wealth over your lifetime. It analyzes potential shortfalls in retirement savings and allows you to test various financial scenarios to ensure you have sufficient resources.

free with in-app purchases

(105)

Family Home Budget Planner

Daily personal money manager

Facet: Financial Planning

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

by New York City Deferred Compensation Plan

All-in-one account managementRetirement income modelingVideo education and live chat

Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Track spending, goals reports

by Financial Planning Association (The)

Journal of Financial Planning accessNext Generation Planner contentFinancial Services Review research

Access leading financial planning journals and research. Stay updated with industry insights, practical advice for new planners, and rigorous academic studies. Content is free for FPA members.

free with in-app purchases

(17)

Galway Family Office

by Galway Family Office

Secure financial budgetingWealth managementOrganize finances

This secure financial app helps you manage your wealth and budget effectively. Organize your finances, track spending, and align your financial goals. Seamlessly coordinate with your advisors for a clear and efficient financial plan.

by Mann Financial Group, Inc.

by Reed Financial Services, Inc.

Reed Financial Services

Coordinated Financial Planning

by Coordinated Financial Planning Corp

by Family Wealth Solutions, LLC

Family Wealth Solutions

Access portfolio dataView reports and statementsCommunicate with financial team

Access your financial portfolio, view detailed reports and statements, and communicate directly with your financial advisors. This app requires you to be an enabled client of the service.

Household cashflow planner

Bippit - Financial Wellbeing

Guidance, Planning & Budgeting

1-on-1 financial coachingFinance tracking and analysisGoal setting and planning

Access 1-on-1 financial coaching, track your spending, and plan for your future goals. Get expert guidance and resources to improve your financial wellbeing in a secure and confidential environment.

Certified Financial Group

free

by HILL ISLAND FINANCIAL LLC

Hill Island Financial

Goal-based financial guidanceComprehensive financial planningPurpose-driven advice

This app offers goal-based financial guidance and comprehensive planning services. It aims to help individuals, families, and business owners achieve their financial success and long-term goals through purpose-driven advice.