Book

Everyone Can Plan, the book is part of a unique three-component offering, including a complete financial planning app for mobile phone users and a sample spreadsheet for those who plan to create a plan manually. The app will be available shortly in the Apple App and Google Play store.

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The purpose of the book and app is to allow anyone to produce a financial plan quickly and securely. The app design incorporates automatic calculations to build a plan. These include estimating taxes, streaming income from retirement accounts, house appreciation, and investment growth. All user data is stored on the device and has no external tracking. The app provides a unique offering for personal financial planning.

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Personal financial planning is complex and not actively taught in school. The financial challenges are ever-changing, from eliminating traditional pensions in the 1980s to the recent pandemic that affected millions of jobs.

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Using a professional to help with financial planning has its challenges. Less than 1%  of the US population uses a certified financial planner due to the high costs. Financial institutions offer planning help but are motivated to upsell their products and services.

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Online financial planning tools have additional challenges with exposure to your personal data.

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The most popular personal financial planning books offer advice but rarely provide corresponding tools to implement a plan.

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Initially available in US English

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Tap an icon below to get the book.