Best Family Planner Financial Apps

4.9(10 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.

Facet: Financial Planning by Facet Wealth, Inc

Flat fee, CFP®, investing

Worth Considering

Track spending, goals reports

4.9(22 ratings)

Free

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.

More Family Planner Financial apps to explore

My Planner Financial

Wealth & Family Cost Planner

Long-term net worth projectionsFamily planning cost comparisonRetirement spending and drawdown planning

Visualize the long-term impact of your financial choices on your net worth. Model family planning, retirement, and education costs to understand your path to financial independence. All calculations are performed locally on your device.

(3)

Family Home Budget Planner

Daily personal money manager

Personal Financial Plan Wiz

by PF Wiz LLC

Project financial variables through retirementAssess alternative financial outcomesGet tips to improve financial forecast

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.

PlanMode: Retirement Planner

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)

Brightside Financial

Financial Care starts here

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.

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

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Your Wealth Architect

AI financial planning

Consolidated financial overviewAI-driven financial roadmapBudget tracking and spending analysis

This app consolidates your financial accounts, budgets, and goals into a single, clear roadmap. It uses AI to help you understand your spending, plan for retirement, and make informed financial decisions without needing to manage multiple spreadsheets.

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.

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 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.

(12K)

Center for Financial Planning

by Center for Financial Planning, Inc.®

by Reed Financial Services, Inc.

Reed Financial Services

Fiduciary Financial Advisors

by Action Point Financial Planning, LLC

Family Security Plan (PFP)

by Security Mutual Life Insurance Company of New York

View policy detailsMake premium paymentsMake loan payments

Manage your supplemental insurance policies and make payments easily. View policy details, pay premiums or loans, and set up recurring payments for convenience.

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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.

(1)