Get a free financial plan

Connect your money to your goals

Imagine all your finances on the right path. Your debts under control. I'll get you on track, and help you stay on track. I'll help you earn more money, pay less in fees, and much less in taxes.

I will help you create a financial plan. For free. One that rivals plans that cost thousands of dollars.

How it works

1. Answer questions

2. Get a comprehensive guidebook


The average person spends about 17 minutes. You are 100% anonymous. In your plan I will:

My plan will guide you on your assets and liabilities, working together. I'll tell you what types of debt to have, how to use it wisely, and when to pay it off.

Get started - try it for free

 

What you get

Your plan will cover five main areas. I guide you on how to:

Set your goals

  • Establish your ethics and the purpose of your money
  • Set your goals
  • Identify your dreams and your fears

Protect against bad things

  • Maintain access to money in case of an emergency
  • Have the right insurance coverage
  • Cover your bases legally
  • Manage cyber security and protect yourself online

Prepare for the future

  • Budget and save
  • Invest your money
  • Manage your debt (and decide when to pay off what types of debt)

Enjoy the journey

  • Decide when to rent vs. buy
  • Use good debt vs. bad debt
  • Pay for major purchases
  • Refinance current debt

Give back to society

  • How much to give
  • Ways to give
  • Where to give
  • Planned giving and giving for income

 

Why this service is free

I put advertisements in your plan. These advertisements are clearly identified. They are designed to be beneficial and relevant to you.

 


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*Reward subject to eligibility and terms. See Terms of Use for details.

Base Terms, Conditions, and Disclosures: Our Terms of Use (accessible at the top and bottom of the page) includes our Advertiser Disclosure and details on how we make money. By using our site you agree to be bound by these Terms of Use. © Anasova 2020. All rights reserved.
Additional Terms & Conditions : Please note: This site is for education purposes. This site does not contain personalized advice. This site lacks sufficient detail and disclaimers for you to make any actionable decisions. You will use the information for thoughtful conversation with your advisors to determine how these ideas may or may not relate to your unique situation, personal needs, goals and risk tolerance. You agree you are using this site at your own risk. The ideas in this site are meant to go together. You can't pick and choose concepts without materially changing, disrupting or destroying the overall ideas. All figures and rates are hypothetical and subject to change without notice. Past performance does not guarantee future results. All strategies have risks. These risks are not fully disclosed on this site. You must evaluate these risks with your professional advisors.