Last updated: 4/3/2026
By accessing or using YouWantAPlan, you agree to be bound by these Terms of Service. If you do not agree, do not use the service.
YouWantAPlan provides financial planning software tools for licensed financial advisors. The service generates financial analyses and projections based on data you provide. These outputs are tools to assist your professional judgment, not financial advice.
Financial projections, including Monte Carlo simulations and portfolio analysis, are estimates based on historical data and assumptions. Actual results will vary. YouWantAPlan is not a registered investment advisor and does not provide financial advice.
Subscription fees are billed monthly via Stripe. You may cancel at any time. Cancellation takes effect at the end of the current billing period. No refunds for partial months.
For questions about these terms, contact us at support@youwantaplan.com.