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A financial plan gives you clarity around your financial decisions and how to reach your financial goals. Specific, actionable insights.
Go live your life with confidence in your future.
A simple 3-step process to getting your comprehensive financial planGet Started
We collect over 150+ data points about your goals and your finances to ensure your plan is as personalized as possible.
A combination of software and human work together to build a financial plan tailored to your specific needs. A Certified Financial Planner (CFP) will work with you throughout this process.
After your plan is built and you've had a chance to review it, you'll hop on a call with your CFP to make sure you understand every part of your plan.
Know how much you should be saving on a monthly basis and in which accounts, in order to reach your financial goals.
We give a you budget that focuses on the "big wins" and takes into account your personal preferences and what you value most in your day-to-day spending.
We generate two scenarios to help you compare different strategies for reaching your financial goals.
We break down exactly what you should be doing on a month-to-month basis.
Life is full of surprises. We want to be sure that you're covered and financially prepared to handle all the events that life throws your way.
An investment portfolio is an incredibly personal thing because it's the way you're choosing to save your money in the hopes of it growing in the future.
We're changing how people get financial plans. Completely online, simpler and faster than how it "used to be".
You'll still get to work directly with a Certified Financial Planner, including a video chat to review your financial plan after it's built.
Several! Our team has years of experience working with hundreds of clients and has come across many a unique situation. The first question we ask you during onboarding is to describe your unique financial situation and the specific goal/decision you'd like help with. It's free form so you're not limited!
Within 30 days, if you don't like what we're doing, we'll refund your money. No questions asked.
Yes!... Several! After you onboard on our platform (answer a series of questions), we'll give you a call or send you an email. We want to make sure you have an excellent customer experience. We're talking about your finances and financial future after all!
For either! One financial plan can cover a couple or two individuals.
Get the "Ultimate Guide to Financial Goal Attainment Workbook". Enter your email below and we'll send it to your inbox.
A financial planner answered all my questions throughout the process thoroughly, and in language I could understand. The time we spent reviewing the plan was very helpful, as the planner explained the rationale behind the numbers so I can now make informed decisions. The plan is very high quality for a fraction of the price I have paid before."
- Angela A.
Viviplan's business model and value proposition are truly fantastic. I needed a sounding board to validate my assumptions and path to retirement. Viviplan provided that perfectly alongside a very pleasant customer experience. I will definitely follow Viviplan's recommendations and ask for their insights again in a few years."
- Nicolas Barbeau