Build a financial plan and answer the questions that matter to you.

Free. And with professional help when you want it.

Why it matters

A financial plan that stands the test of time determines if you can reach your goals with the resources you have and identifies the obstacles along the way. It changes with you, giving you the actions needed for a secure financial future.

How it works

BuildaPlan makes preparing for your financial future effortless with an easy to follow tool that walks you through the process.

1. Choose your goals

What does your ideal financial life look like? Let’s get specific. BuildaPlan.com helps you pick the experiences and things that matter most so you can create a detailed vision of a lifestyle that endures life's challenges.

Goals

2. Identify concerns

What does your ideal financial life look like? Let’s get specific. BuildaPlan.com helps you pick the experiences and things that matter most so you can create a detailed vision of a lifestyle that endures life's challenges.

Goals

3. View your plan

What does your ideal financial life look like? Let’s get specific. BuildaPlan.com helps you pick the experiences and things that matter most so you can create a detailed vision of a lifestyle that endures life's challenges.

Goals

Build a plan for

retiring on time

market volatility

inflation

aging parents

charitable giving

premature death

long term care

job changes

divorce

tax increases

pension decreases

social security

estate taxes

special needs

Free. Unlimited access, unlimited changes.

Who is BuildAPlan for?

Up and Coming

Up and
coming

You're still working, earning and saving. You're hoping for the best when retirement rolls around, but you haven't addressed specific expectations, concerns and goals. BuildaPlan.com can provide a path that evolves with you.

Approaching Retirement

Approaching
retirement

You're still working, earning and saving. You're hoping for the best when retirement rolls around, but you haven't addressed specific expectations, concerns and goals. BuildaPlan.com can provide a path that evolves with you.

Finally Retired

Finally
retired

You're still working, earning and saving. You're hoping for the best when retirement rolls around, but you haven't addressed specific expectations, concerns and goals. BuildaPlan.com can provide a path that evolves with you.

BuildaPlan is on a mission to deliver 1 million free financial plans

Goals-based, custom financial plans allow people to take control of their financial life despite market conditions, unexpected life events or lack of financial knowledge.

The financial services industry always kept the tools for building quality financial plans to the professionals. But today, people expect their whole financial picture at their fingertips in a way they can easily understand and take action on their own terms. BuildaPlan is making that a reality.

Frequently Asked Questions

We use secure server software (SSL) encryption, which is the industry standard for secure data transfer software, to ensure data transmitted through the Internet is protected against unauthorized access. The secure server software (SSL) encrypts all information you and your client input before it is sent to us, and all data we collect is protected against unauthorized access. This technology helps ensure that clients’ personal and financial information remains safe and private. Please keep in mind, we do not have access to any passwords for any users. You are responsible for maintaining the security of your username and password.

We use secure server software (SSL) encryption, which is the industry standard for secure data transfer software, to ensure data transmitted through the Internet is protected against unauthorized access. The secure server software (SSL) encrypts all information you and your client input before it is sent to us, and all data we collect is protected against unauthorized access. This technology helps ensure that clients’ personal and financial information remains safe and private. Please keep in mind, we do not have access to any passwords for any users. You are responsible for maintaining the security of your username and password.

We believe a financial plan is the most efficient way to determine whether you can achieve your goals with the resources you have. Once the plan is created, then it is easy to evaluate the impact of those things on the plan that you can and cannot control. If you want to get somewhere in life, your chances of success increase significantly when you know the destination and how to get there.

We believe a financial plan is the most efficient way to determine whether you can achieve your goals with the resources you have. Once the plan is created, then it is easy to evaluate the impact of those things on the plan that you can and cannot control. If you want to get somewhere in life, your chances of success increase significantly when you know the destination and how to get there.

Yes, it is complicated. Sometimes, it is very complicated depending on your situation. While we can answer basic software questions, we cannot provide advice. Just go to https://learn.buildaplan.com to learn more, ask questions (live), and watch virtual or live seminars. We would strongly encourage you to have a Certified Financial Planner™ review your plan for errors and to optimize the plan. You may also schedule a review with one of the Certified Financial Planner™ professionals, or you can find your own financial professional.

Yes, it is complicated. Sometimes, it is very complicated depending on your situation. While we can answer basic software questions, we cannot provide advice. Just go to https://learn.buildaplan.com to learn more, ask questions (live), and watch virtual or live seminars. We would strongly encourage you to have a Certified Financial Planner™ review your plan for errors and to optimize the plan. You may also schedule a review with one of the Certified Financial Planner™ professionals, or you can find your own financial professional.

Buildaplan.com is not a financial advisor. We offer information and education on financial planning, and provide the tools for you create your own financial plan. Buildaplan.com does not offer advice or review financial plans.

Buildaplan.com is not a financial advisor. We offer information and education on financial planning, and provide the tools for you create your own financial plan. Buildaplan.com does not offer advice or review financial plans.

Financial planning is complicated, and we would strongly suggest you obtain advice from a Certified Financial Planner™ professional. We do, however, believe that it is wise to obtain some education yourself to ensure a better outcome. If you were going to have major surgery like a hip replacement, you’d likely do a fair amount of research before you met with a surgeon. And even though you might be able to get all of the materials you need to conduct the operation, it is unlikely you have all the knowledge necessary to complete the operation. A Certified Financial Planner ™ must act in your best interest, and has undergone one of the most rigorous education programs in the financial services industry. We recommend you start by making your own plan, gain some knowledge, and then meet with an advisor to help you improve the plan.

Financial planning is complicated, and we would strongly suggest you obtain advice from a Certified Financial Planner™ professional. We do, however, believe that it is wise to obtain some education yourself to ensure a better outcome. If you were going to have major surgery like a hip replacement, you’d likely do a fair amount of research before you met with a surgeon. And even though you might be able to get all of the materials you need to conduct the operation, it is unlikely you have all the knowledge necessary to complete the operation. A Certified Financial Planner ™ must act in your best interest, and has undergone one of the most rigorous education programs in the financial services industry. We recommend you start by making your own plan, gain some knowledge, and then meet with an advisor to help you improve the plan.

Yes! BuildaPlan.com can refer you to a Certified Financial Planner™ for a complimentary plan review, or, if you prefer, you may find a financial professional on your own.

Yes! BuildaPlan.com can refer you to a Certified Financial Planner™ for a complimentary plan review, or, if you prefer, you may find a financial professional on your own.

We don’t – not yet anyway. At some point we may be compensated if we introduce you to a Certified Financial Planner™, but that is further out on the horizon. Right now, our goal is simply to help 1 million people build their own free financial plan so that they can have a much better chance of success in retirement.

We don’t – not yet anyway. At some point we may be compensated if we introduce you to a Certified Financial Planner™, but that is further out on the horizon. Right now, our goal is simply to help 1 million people build their own free financial plan so that they can have a much better chance of success in retirement.

No! Unlike other financial education resources on the Web, BuildaPlan does not share your information without your consent. At any time you can request to speak with a Certified Financial Planner. At that time your information will be passed on to a professional in your area, but only at your request and once you approve.

No! Unlike other financial education resources on the Web, BuildaPlan does not share your information without your consent. At any time you can request to speak with a Certified Financial Planner. At that time your information will be passed on to a professional in your area, but only at your request and once you approve.

BuildaPlan does not employ any financial advisors but we do partner with professionals in case you want to meet one. We only partner with Certified Financial Planners who must act as a fiduciary on behalf of their clients. This means only vetted professionals with a duty to put their clients first can meet people through BuildaPlan.

BuildaPlan does not employ any financial advisors but we do partner with professionals in case you want to meet one. We only partner with Certified Financial Planners who must act as a fiduciary on behalf of their clients. This means only vetted professionals with a duty to put their clients first can meet people through BuildaPlan.

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Not ready to start planning?

Buildaplan.com Institute is a virtual space to view free workshops and attend discussions on any financial planning topics—at your own pace.

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