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 investment advice. Our goal is to provide technology as an educational resources to help actively engage you in your own financial journey. Always consult with a qualified financial advisor before making significant financial decisions. 

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Starting a Career

  • ​Work / Life Balance: Explore how different career paths and job opportunities align with your personal 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: Evaluate the costs and benefits of different childcare options, such as daycare, nannies, or one parent staying at home.
  • ​Education Scenario: Project the costs of various education paths for your children, such as public vs. private schools, and explore savings strategies to fund 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.
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Starting a Business

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  • Start up Costs: Define and prioritize your startup goals, such as revenue targets, market share, or customer acquisition.​
  • Contingency Planning: Model the financial impact of potential business setbacks, such as slow sales periods or unexpected expenses.
  • ​Exit Strategy: Consider the financial implications of different business exit strategies when its time get out.

Starting a Real Estate Empire

  • ​Rent vs. Buy: Compare the financial advantages and disadvantages of renting vs buying a home, considering your long-term goals, market conditions, and personal situation.
  • ​Sell-it or Rent-it: Assess the financial implications of selling your current home or converting it into a rental property.
  • ​Owning Multiple Homes: Model the financial impact of owning multiple properties, such as vacation homes or investment properties.
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Starting to Get Control

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  • Retirement Planning: Evaluate current savings and create a plan to ensure sufficient income during retirement, including exploring options like catch-up contributions.
  • Healthcare Planning: Understand the costs and coverage options for healthcare, including Medicare, long-term care insurance, and out-of-pocket expenses.
  • ​Downsizing: Consider downsizing your home or lifestyle to reduce expenses and simplify your financial situation.

How it works!

1. Enter Data

Build your own Personal Financial Scenario with what you know about yourself and your finances.

2. Play

It's easy to add and manage Action Boxes, which gives you full control to play with life's choices.

3. Compare

At a glance, easily and visually compare where you are today vs. where you want to be.

4. Ask for Help

At your request, Professionals deliver actionable advice in an experience owned 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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