Planwise

You’ve got plans... life plans. Planwise helps you understand how the plans you make today will impact your finances in the future.

It's Anonymous

So you won’t have anyone hounding you. No need for your social security number, banking information, telephone number — heck, we don’t even need your name! All you need to get started is an email address.

It's Easy

You don’t need a background in tech or finance to use Planwise. The instructions are simple to follow, and if you get hung up along the way, built-in help menus will get you back on track.

Save Your Progress

You only have to enter your information once. If your story changes, just log back in, update your numbers, and Planwise instantly adjusts your financial picture.

It's Free

And always will be. Planwise is also free from any advertising, making the experience simpler and distraction-free.

It's Visual

Just drop in your numbers and Planwise shows you how your plans — and their financial impact — will look on a simple visual dashboard. As you update your story, the graphs change in real time to show you if your plans are viable... or if you’re about to run out of money.

It's Secure

Planwise is secured with bank level 2048bit SSL security. Our platform is also audited by a 3rd party security service every month

Anonymous
Easy
Saved
Free
Visual
Share
Secure

Launch Planwise

Who we are:

Planwise is a San Francisco-based technology company that was formed in January 2011.

We are not a bank or an advisor. We provide technology to consumers to help them better understand the future financial impact of the decisions they make today, especially when those decisions involve a credit product.

We help consumers to then connect to lenders and advisors to realize their plans.

What we're about:

Financial security is one of the key issues people and families face today.

At the core of financial security is making good decisions when it comes to credit products. Whether it’s a student borrowing money for a car or a family taking out a mortgage, the decision to get loan is one of the single most important choices people will make about their financial futures.

But in order to make the right decision – to be truly informed – people must have access to the best tools and information.

Today, the channels to help people understand the impact of credit transactions are also the channels providing these people with the credit advice and products they need. These channels are paid for by the sale of products.

Clearly there is a conflict of interest.

This obvious conflict does not always serve the customers’ best interests, and customers deserve more.

At Planwise we believe that people

Have the right to be informed of important financial terminology
Have the right to get access to simple, easy tools to help them understand their personal financial situation
Have the right to understand the true and longer term impact of major financial decisions
Have the right to choose their adviser or lender
Have the right to research their options on their own time and in anonymity until they are ready to talk to a lender or adviser
Have the right to understand the information & documentation provided to them by their credit provider

For the industry, we firmly believe that empowering & educating customers will help them make better decisions about their money, and that people who make better decisions also make better customers.