Ranking - Finance (iPhone)
Ranking - Finance (iPad)
Plus, if you get stuck (which credit cards should you pay down first? how much house can I afford?), you can easily upgrade to get paired with a Certified Financial Planner™ who will customize a financial plan to fit your life and help you achieve it every step of the way.
With more a consistent 4.5+ star rating, see what the buzz is about!
iTunes App Store New & Noteworthy pick!
• STEP ONE: ORGANIZE
Finally, know where your money is going. Connect your accounts (from savings to investments), folder your transactions (it’s sort of addicting), and start tracking your spending.
• STEP TWO: FOCUS
Now that you know where it’s going, it’s time to build a budget that fits your life and incorporates your goals. We'll automatically track and categorize every penny. We will tell you where you frequently overspend and where you could be reallocating those precious dollars. With all of your accounts in one place, sticking to your budget can actually be fun and easy.
• STEP THREE: PLAN
An effective money game plan has a strong foundation. Our plan step breaks down a few things we think are imperative for financial security -- credit card debt repayment, retirement planning, and building emergency savings. Track your progress and get an expert to weigh-in.
• STEP FOUR: BUILD
Find out when you’ll have enough saved to take your dream vacation or buy a home. Dynamic graphs help make it easy to see your progress on your goals each month so you can stay motivated and on track to reach them.
• STEP FIVE: PROTECT
Insurance and estate planning isn’t the sexiest, but you’ve worked hard for your assets so it’s important to make sure they are protected. The Action Program will surface and explain some different insurance and estate planning options.
• STEP SIX: MAXIMIZE
Be the master of your own portfolio. See where your investing strategy fits into your overall budget, get tips on what to ask an expert, and track your progress.
• STEP SEVEN: ACHIEVE
Here for you when life changes. Maybe you’re getting married soon or you’ve decided to go back to school. Tips and tools to add financial goals to your money game plan when you’re ready.
• GET MORE WHEN YOU UPGRADE
Premium LearnVest Planning clients can access their personalized financial plan and custom Challenges right from the iPad App. What’s a Challenge? Challenges break down big goals into smaller, actionable, to-do’s assigned to you by your planner.
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Your budget, priority goals and account information automatically update across devices. View your budget and spending history anytime, anywhere on your iPad, iPhone, or online at LearnVest.com.
LearnVest Planning Services is a registered investment adviser and subsidiary of LearnVest, Inc. that provides financial plans for its clients. Information shown is for illustrative purposes only and is not intended as investment, legal or tax planning advice. Please consult a financial adviser, attorney or tax specialist for advice specific to your financial situation. LearnVest Planning Services and any third-parties listed, discussed, identified or otherwise appearing herein are separate and unaffiliated and are not responsible for each other’s products, services or policies.