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 and controlled 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

Denise is 23 and finishing up school

What-If I take a loan to get my masters and then get an even higher paying job?

How much should she save of Pre-Tax Income?

How early could she retire?

How does retirement timing change if she travels a lot during the accumulation years?

Starting a Family

Tom & Beth have a 1-year old with another on the way.

How much do they need to start putting away for college?

What-if the kids go to private school instead of public school?

How badly does Tom need a Life Insurance policy now?

What-If there's another recession?

Starting a Business

Bill has dreamed of being his own boss for years.

What does his plan look like after quitting work and investing in the business?

How far would this set him back in retirement if it doesn't work out?

What-If he needs to live off his savings for 3 to 5 years?

What-If Social Security is not around in 20 years?

Starting a Real Estate Empire

Anna & Oscar are buying their first house

How much house can we afford?

How soon and for how much will we be able to afford an upgrade?

What-If we upgrade 5 years after the last upgrade?

What does retirement look like if we keep our homes and rent them?

What-If we bought a vacation property to AirBnB it?

Starting to Get Control

Sally is retired and lives on a fixed income.

How much travel spend will I need to give up to help with the grandkids education?

What If I successfully rented out my Florida Condo for a few months a year?

How bad does a reduction in Social Security Benefits hurt my retirement goals?

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. Sign-Up

Register for Immediate Free Access to your own account to create your personal financial scenario

2. Onboarding Wizard

Start and complete the data gathering wizard. It only takes a few minutes.

3. Self-Diagnose

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

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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