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PlanTechHub was designed to provide financial literacy and planning tools accessible to all ages and income levels through our Scenario-Driven Financial Literacy Software. With StartingOutPlan, we are going a step further by bridging the gap for those not served by traditional financial advisors. By offering a tool directly to consumers, we make financial literacy and scenario modeling accessible and relevant to everyone. Built on the same technology used by professional advisors, StartingOutPlan empowers users with financial knowledge and confidence, preparing them for the transition to professional advice when needed.
Gain Valuable Insights That Lead To Better Decisions.
"I manage a restaurant and love the freedom to travel. I started using SOP to see how much more travel I could afford. I love how much I've taught myself about my needs. You're video is right, organizing dreams can be both inspiring and sobering. I also introduced it to my sister & nephew to plan for college. Thank You!"
— Brynn, New Jersey
"Loved this experience....I just wanted to make sure we're saving enough but now we can't stop dreaming...Its so easy!!!.
Kate, South Carolina
"I'm a mom of three and homeschool two of them. I find this software so fun to play with because its not limiting...Its a super good financial literacy tool for anybody trying to find a way to engage high-school kids and my one big kid (Husband) on why we save and how it pays off someday."
Christine, Virginia
Stop and Please Read!
StartingOutPlan is not a substitute for professional financial advice, nor do we sell financial products or offer advice of any kind. Our goal is to provide technology as an educational resources to help actively engage you in your own financial literacy. Always consult with a qualified financial advisor before making significant financial decisions.
Starting a Career
- ​Work / Life Balance: Explore how different career paths and job opportunities align with your personal financial goals and desired lifestyle.
- ​Compare Employment Opportunities: Evaluate the financial implications of various employment choices, such as full-time, part-time, contract, or freelance work.
- ​Continuing Education: Assess the costs and benefits of investing in further education, certifications, or skill programs to advance your career.
Starting a Family
- Compare Child Care Options:Â Evaluate the costs and benefits of different childcare options, such as daycare, nannies, or a parent staying at home.
- ​Education Scenario: Project the costs of various education paths for your children, such as public vs. private schools, and explore the funding of their future education.
- ​Family Milestone Planning: Estimate the costs associated with significant family milestones, such as weddings, bar or bat mitzvahs, or quinceañeras, and create a savings plan to prepare for these events.
Starting a Business
- Start up Costs: Define and prioritize your startup financial needs and see how they interact with your personal life financial Goals.​
- Contingency Planning:Â Model the financial impact of potential business setbacks, such as slow revenue or world events.
- ​Exit Strategy: Consider the financial implications to your and your family via different business exit strategies.
Starting a Real Estate Empire
- ​Rent vs. Buy: Compare the advantages and disadvantages on financial goals when renting vs buying a home.
- ​Sell-it or Rent-it: Assess the financial implications of selling your current home or converting it into a rental property.
- ​Many Homes Strategy: Model the financial impact in your Retirement when owning many properties acquired through the years of your smart hard work.
Starting to Get Control
- Questions about Retirement?:Â Evaluate current savings and create a plan to ensure sufficient income during retirement.
- Prepare for Outside Events: See how the impact of real life events, out of our control, have impact on your standard of living today and tomorrow.
- ​Downsizing?: Consider the impact of downsizing your home or lifestyle to reduce expenses and simplify your financial needs.
How it works!
1. Enter Data
Build your own Personal Financial Scenario with what you know about yourself and your current financial situation.
2. Play
It's easy to add and manage Action Boxes, giving you full control to play with choices.
3. Compare
Easily and visually compare where you are today vs. where you want to be.
4. Ask for Help
If the need were to ever arise, Professional Financial Advisors can deliver actionable advice in an experience owned and controlled by you.
5. Access & Apps
Purchase StartingOutPlan and other apps that support the mission of your Financial Literacy.
Financial Literacy Stories
How much New Home can I afford?
Can We Retire Early To The Beach?
Can we buy a 2nd home and Airbnb it?
How do I live in the "Gig Economy"?
Could I Afford a Pay Cut to be Happier?
Can I afford to help with my grandkids?
Should I stay home or use daycare?
What is the cost of our debt on us?
Can I afford to go back to school?
Can we open our dream business?
What if Something Happens to Me?
What if We Move to Another State?
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