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
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What’s New

Version 2.3

Fixed push notification issue

Ratings and Reviews

1.3 out of 5
3 Ratings

3 Ratings

Hoops_Junkie ,

Doesn’t seem to work

Won’t let me create an account to use, not sure if it just needs an update, but not useful if I can’t use the app.

meeple28 ,

Calculation Problems

I cannot get any data real or imagined to calculate properly. When compared to other retirement calculators this app is way off… by BILLIONS of dollars.

DyNoMiter ,

Great app. Now I know what my future holds.

This app lets me plan financial goals and see what my retirement situation will look like. It's a great finance tool!

App Privacy

The developer, PF Wiz LLC, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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