YouWantAPlan is a modern financial planning platform built for independent financial advisors and small advisory firms. We believe every advisor should have access to institutional-grade financial planning tools without the institutional-grade price tag.
Our platform combines Modern Portfolio Theory, Monte Carlo simulations, and comprehensive financial analysis into an intuitive 10-step wizard that guides advisors through every aspect of a client's financial life — from income and expenses to retirement projections, insurance gap analysis, college funding, tax optimization, and estate planning.
Every plan generates a professional, branded PDF report that advisors can share with their clients, complete with charts, scores, and actionable recommendations.
To democratize financial planning by giving every advisor the tools they need to deliver exceptional value to their clients.