Personal Financial Plan Wiz
Finance
Free · Designed for iPad
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
This app’s overall rating was recently reset.
Minor bug fixes and performance improvements.
The developer, PF Wiz LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- PF Wiz LLC
- Size
- 14.2 MB
- Category
- Finance
- Compatibility
Requires iOS 10.0 or later.
- iPhone
Requires iOS 10.0 or later.
• iPhone 5S
• iPhone 6
• iPhone 6 Plus
• iPhone 6S
• iPhone 6S Plus
• iPhone SE (1st generation)
• iPhone 7
• iPhone 7 Plus
• iPhone 8
• iPhone 8 Plus
• iPhone X
• iPhone XS
• iPhone XS Max
• iPhone XR
• iPhone 11
• iPhone 11 Pro
• iPhone 11 Pro Max
• iPhone SE (2nd generation)
• iPhone 12 mini
• iPhone 12
• iPhone 12 Pro
• iPhone 12 Pro Max
• iPhone 13 Pro
• iPhone 13 Pro Max
• iPhone 13 mini
• iPhone 13
• iPhone SE (3rd generation)
• iPhone 14
• iPhone 14 Plus
• iPhone 14 Pro
• iPhone 14 Pro Max
• iPhone 15
• iPhone 15 Plus
• iPhone 15 Pro
• iPhone 15 Pro Max
• iPhone 16
• iPhone 16 Plus
• iPhone 16 Pro
• iPhone 16 Pro Max
• iPhone 16e
• iPhone 17 Pro
• iPhone 17 Pro Max
• iPhone 17
• iPhone Air - iPad
Requires iPadOS 10.0 or later.
• iPad Air
• iPad Air Wi‑Fi + Cellular
• iPad mini 2
• iPad mini 2 Wi‑Fi + Cellular
• iPad Air 2
• iPad Air 2 Wi‑Fi + Cellular
• iPad mini 3
• iPad mini 3 Wi‑Fi + Cellular
• iPad mini 4
• iPad mini 4 Wi‑Fi + Cellular
• iPad Pro (12.9‑inch)
• iPad Pro (12.9‑inch) Wi-Fi + Cellular
• iPad Pro (9.7‑inch)
• iPad Pro (9.7‑inch) Wi‑Fi + Cellular
• iPad (5th generation)
• iPad (5th generation) Wi‑Fi + Cellular
• iPad Pro (12.9‑inch) (2nd generation)
• iPad Pro (12.9‑inch) (2nd generation) Wi‑Fi + Cellular
• iPad Pro (10.5‑inch)
• iPad Pro (10.5‑inch) Wi‑Fi + Cellular
• iPad (6th generation)
• iPad (6th generation) Wi‑Fi + Cellular
• iPad Pro (11‑inch)
• iPad Pro (11‑inch) Wi‑Fi + Cellular
• iPad Pro (12.9‑inch) (3rd generation)
• iPad Pro (12.9‑inch) (3rd generation) Wi‑Fi + Cellular
• iPad mini (5th generation)
• iPad mini (5th generation) Wi‑Fi + Cellular
• iPad Air (3rd generation)
• iPad Air (3rd generation) Wi‑Fi + Cellular
• iPad (7th generation)
• iPad (7th generation) Wi‑Fi + Cellular
• iPad Pro (11‑inch) (2nd generation)
• iPad Pro (11‑inch) (2nd generation) Wi‑Fi + Cellular
• iPad Pro (12.9‑inch) (4th generation)
• iPad Pro (12.9‑inch) (4th generation) Wi‑Fi + Cellular
• iPad Air (4th generation)
• iPad Air (4th generation) Wi‑Fi + Cellular
• iPad (8th generation)
• iPad (8th generation) Wi‑Fi + Cellular
• iPad Pro (11-inch) (3rd generation)
• iPad Pro (11-inch) (3rd generation) Wi‑Fi + Cellular
• iPad Pro (12.9-inch) (5th generation)
• iPad Pro (12.9-inch) (5th generation) Wi-Fi + Cellular
• iPad mini (6th generation)
• iPad mini (6th generation) Wi-Fi + Cellular
• iPad (9th generation)
• iPad (9th generation) Wi-Fi + Cellular
• iPad Air (5th generation)
• iPad Air (5th generation) Wi‑Fi + Cellular
• iPad (10th generation)
• iPad (10th generation) Wi‑Fi + Cellular
• iPad Pro (11‑inch) (4th generation)
• iPad Pro (11‑inch) (4th generation) Wi‑Fi + Cellular
• iPad Pro (12.9‑inch) (6th generation)
• iPad Pro (12.9‑inch) (6th generation) Wi‑Fi + Cellular
• iPad Air 11-inch (M2)
• iPad Air 11-inch (M2) Wi-Fi + Cellular
• iPad Air 13-inch (M2)
• iPad Air 13-inch (M2) Wi-Fi + Cellular
• iPad Pro 11-inch (M4)
• iPad Pro 11-inch (M4) Wi-Fi + Cellular
• iPad Pro 13-inch (M4)
• iPad Pro 13-inch (M4) Wi-Fi + Cellular
• iPad mini (A17 Pro)
• iPad mini (A17 Pro) Wi-Fi + Cellular
• iPad (A16)
• iPad (A16) Wi-Fi + Cellular
• iPad Air 11-inch (M3)
• iPad Air 11-inch (M3) Wi-Fi + Cellular
• iPad Air 13-inch (M3)
• iPad Air 13-inch (M3) Wi-Fi + Cellular
• iPad Pro 11-inch (M5)
• iPad Pro 11-inch (M5) Wi-Fi + Cellular
• iPad Pro 13-inch (M5)
• iPad Pro 13-inch (M5) Wi-Fi + Cellular - iPod touch
Requires iOS 10.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2016 PF Wiz LLC