PLAN-IT: Finance 4+

Learn to manage your money

Derrick Wesley

Designed for iPhone

    • 5.0 • 7 Ratings
    • Free
    • Offers In-App Purchases

iPhone Screenshots


-Diagnostic assessment
-Personalized curriculum
-Mobile videos, articles, lessons
-Budgeting tool powered by PLAID

"Finally, you can learn how money works, manage your finances, and create a budget to help you build the financial future you deserve, all on one app.

PLAN-IT is the on-the-go financial solution to help you begin your journey to financial freedom. PLAN-IT is available for users as young as 5 years old or as old as retirement age.

Unique Individual Experience

Create your PLAN-IT account and then complete a short assessment to help PLAN-IT learn about your individual needs and goals. PLAN-IT will then create a personalized learning path based on your current level of financial knowledge. You will then get access to your first set of lessons that will include videos and articles to help make you more financially savvy.

Subscription Plan

Users can unlock access to their FULL curriculum for $9.99 per month. PLAN-IT subscribers will receive new articles and videos each month. The subscription plan will help each user learn and grow based on their individual needs and goals.

A Budgeting Tool as Unique as You

PLAN-IT users get access to our FREE budgeting tool. PLAN-IT is powered by PLAID® to safely connect your bank accounts and investment portfolios to help keep your finances on track. Budgeting with PLAN-IT is different because if you are close to overspending then you will receive a notification to warn you and remind you of previous lessons.

Better Tomorrow

Plan-It's goal is to help our users improve their financial future by providing engaging lessons to help you BUILD a better tomorrow for yourself and for your loved ones.

PLAN-IT Monthly Subscription Details:

$9.99 for monthly

• Subscribed users will get access to all the new locked lessons or courses added each month.

• Subscription will renew automatically on end of billing cycle. To cancel the subscription, user can turn off auto-renew at least 24 hours before the end of the billing period

• User may cancel anytime but it will not go into effect until the end of the billing cycle

• Payment will be charged via user’s iTunes Account

Privacy Policy:
Terms and Conditions:

Ratings and Reviews

5.0 out of 5
7 Ratings

7 Ratings

CodyFun1 ,

Good app in general.

Great, simple, intuitive design. The only problem I have is not being able to go back to a question in the diagnostic quiz. I accidentally clicked on an answer that I did not mean to click on that could possibly affect the app’s algorithm.

Yj the gamerrrr ,

Excellent and excited for more

Plan-IT is an excellent tool for financial education. As founder & lead financial advisor at Zenith Solutions, I recommend Plan-IT for use for most people to use for continued education. I’m excited to see new lessons and functionalities built into the app.

Player16793 ,

Great way to improve financial knowledge

App has been great to give content that is geared to where I need help.

App Privacy

The developer, Derrick Wesley, 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.

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