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About Personal Financial Plan Wiz

Achieve your lifetime financial goals! Save hundreds of dollars with this comprehensive, DIY personal financial planning app. FINANCIAL PLAN WIZ is the only app available that puts comprehensive, do-it-yourself personal financial planning at the fingertips of anyone who wants to assess their ability to achieve their key lifetime financial goals. FINANCIAL PLAN WIZ is not a short term budgeting app. It is a long-term strategic planning app that allows you to assess your lifetime financial goals with the flexibility of performing ‘what if’ analysis at any time, so users can conveniently assess the impact of alternative goal, income and expense, saving and investing return assumptions. If you are 25-to-60-years old and want an alternative to expensive financial advisors for a personal financial plan, you can now download FINANCIAL PLAN WIZ and get started on saving money today. With minimal input, you will be able to: • PROJECT numerous financial variables such as assets, liabilities, wealth, and cash flow surpluses/deficits through retirement to age 95 in either future or present values • ASSESS alternative goal, income and expense, wealth and cash flow outcomes each year • GET TIPS on how to improve your forecast wealth, cash flow, and goals • EMAIL yourself key results as an attached PDF FINANCIAL PLAN WIZ was designed by well-known college Finance Professor and author Dr. Lawrence J. Gitman, with over 2 million students having used his textbooks. A licensed financial advisor, he designed this comprehensive personal financial plan app with a simple user interface that allows users to assess the likelihood they will achieve their key lifetime financial goals. Learn more about the FINANCIAL PLAN app on our website at pfwiz.com Questions? Support? Contact [email protected]

What’s new

Version 2.5 · Updated April 24, 2025

Minor bug fixes and performance improvements.

App privacy

The developer, PF Wiz LLC, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

Alternatives to Personal Financial Plan Wiz

Looking for apps like Personal Financial Plan Wiz? Here are 6 similar apps on the App Store. The highest rated is Prosper - Financial Planner (5.0/5), and all 6 are free to download.

Personal Financial Plan Wiz vs. alternatives
App Rating Price Last updated Compare
Personal Financial Plan Wiz – Free April 24, 2025
Money - Financial Planning 3.3 / 5 (3) Free Feb 3, 2026 Compare
Coinpi - expense tracker – Free Jul 6, 2025 Compare
PlanMode: Retirement Planner 4.3 / 5 (105) Free Mar 24, 2026 Compare
Yesan, Personal Finance – Free Dec 23, 2025 Compare
Prosper - Financial Planner 5.0 / 5 (1) Free Jun 20, 2026 Compare
Your Retirement – Free May 8, 2025 Compare

Compare Personal Financial Plan Wiz with the top alternatives: ratings, updates, ASO score and keyword gaps →