Designed around your goals
Plan for up to three goals. See one allocation by goal, by investment role and across your remaining life stages.
Wealth planning · US & Europe
Your money.
A plan with purpose.
Connect what you have today with what matters tomorrow. Plan new money for one person, in four short sections and a review. Existing investments help assess risk but do not fund your goals.
Checking account and planning data.
Your financial answers stay private. We process your answers to build your plan but do not save them or your report. Account, payment and minimal usage records are retained to provide access.
Planning scope and important limitations
Before you make an investment decision
Individual and qualified professional due diligence must take place before acting on this plan. Independently verify your inputs, affordability, product documents, fees, liquidity, tax treatment and whether each investment is suitable for your circumstances. Consult a qualified financial and tax professional in your jurisdiction for a final assessment.
Allocations and recommendations are model-based planning estimates. Data, assumptions and calculations can be incomplete or wrong; future returns and goal success are not guaranteed. You are responsible for your investment decisions. FinanStudio does not guarantee investment outcomes or undertake to protect you against investment losses.
Country, state, city and account-specific rules may apply. This notice does not waive your statutory rights or exclude any duty or liability that cannot lawfully be excluded.
How this planner works
A plan you can understand.
Built with uncertainty
Market scenarios, inflation, costs and tax assumptions show a range of possible outcomes. Estimates are conditional on the model, not guarantees.
A practical starting point
Allocate new money across asset classes and eligible fund candidates. Existing assets inform your situation; this tool does not trade or rebalance them.
One lifetime free finalized report per verified account/email. Pro access includes unlimited reports, subject to processing limits. No financial answers or reports are saved for later access.
You choose whether monthly saving stays fixed, follows inflation or rises by a selected percentage each year. The plan separates cash reserves, goal investments and future spending so the same money is not counted twice.
If the plan is underfunded, a required-savings estimate explores a different starting monthly amount while keeping the selected contribution growth and risk constraints. It is conditional on the model and may still fail under other outcomes.
Sensitivity checks test different assumptions. Checks used in the feasibility assessment are identified in your results. Research checks are exploratory, are not validated forecasts and do not change your feasibility rating; unavailable checks are shown as not evaluated.
Your starting point
Your answers are kept only in this open page. Closing or refreshing it clears your progress.
Planning scope and important limitations
Before you make an investment decision
Individual and qualified professional due diligence must take place before acting on this plan. Independently verify your inputs, affordability, product documents, fees, liquidity, tax treatment and whether each investment is suitable for your circumstances. Consult a qualified financial and tax professional in your jurisdiction for a final assessment.
Allocations and recommendations are model-based planning estimates. Data, assumptions and calculations can be incomplete or wrong; future returns and goal success are not guaranteed. You are responsible for your investment decisions. FinanStudio does not guarantee investment outcomes or undertake to protect you against investment losses.
Country, state, city and account-specific rules may apply. This notice does not waive your statutory rights or exclude any duty or liability that cannot lawfully be excluded.
Evaluating your plan…
Keep this page open. Your answers and report are not saved.