Financial planning platforms help users create comprehensive financial plans covering retirement, education funding, major purchases, and long-term wealth building. These tools use sophisticated modeling to project future scenarios, recommend strategies, and adjust plans based on changing circumstances and goals.

Revenue from tiered subscriptions ($10-30/month) for planning tools and scenario modeling. Significant income from advisory service connections, charging 0.5-1% of assets under advisement. Additional revenue from specialized planning modules for retirement, education, and estate planning.

• Plan Completion Rate

  Percentage of users who complete comprehensive financial plans

• Plan Adjustment Frequency

  How often users update plans based on life changes

• Goal On-Track Percentage

  Proportion of financial goals progressing as planned

Facet, Betterment Planning, Wealthfront Path