Let us help connect you with a financial advisor. 

  • Fiduciary: They MUST give you advice that is in your best interest
  • Software Users: Advisors deliver advice into your StartingOutPlan Account
  • Vetted: We research any advisor and their firm that requests to be included in our StartingOutPlan program
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Build your Personal Financial Scenario

Answer your Questions

Sim your biggest dreams and boldest ideas. Gain clarity by experimenting with different possibilities in a risk-free environment that you control.

Financial Literacy

Explore the many ideas and concepts that strengthen your Financial Literacy by seeing it action and applied to your real life and dreams of the future.

Get Professional Help

If you ever want it, your questions can be answered by a financial professional that will deliver advice in an environment owned by you.

Stop and Please Read!

StartingOutPlan is not a substitute for professional financial advice. We DO NOT sell financial products, nor do we offer advice of any kind. Our goal is to provide technology as an educational resource to help actively engage you in your own financial literacy. Always consult with a qualified financial advisor before making significant financial decisions.

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Starting a Career

  • ​Work / Life Balance
  • ​Compare Employment Opportunities
  • ​Continuing Education

Starting a Family

  • Compare Child Care Options
  • ​Education Scenario
  • ​Family Milestone Planning
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Starting a Business

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  • Start up Costs
  • Contingency Planning
  • ​Exit Strategy

Starting a Real Estate Empire

  • ​Rent vs. Buy
  • ​Sell-it or Rent-it
  • ​Many Homes Strategy
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Starting to Get Control

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  • Questions about Retirement?
  • Prepare for Outside Events
  • ​Downsizing?

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?

How it works!

1. Enter Your Data

Build your own Personal Financial Scenario by inputing estimates of your assets, debts, income & expenses & financial goals.

2. Play & Learn

Easily sim your long-term dreams and concerns.  See what you want to accomplish in your life and what outside forces could alter your success.

3. Ask for Help

If the need were to ever arise, Professional Financial Advisors can deliver actionable advice in an experience owned and operated by you.

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