Financial Needs Analysis Mobile App
Core features are free forever
Determining your financial situation, setting financial goals for the future and creating a financial plan can be a complex process if you do not have financial planners guiding you through the process.
- Conditional Fields
- Submission Editing
- Reference Data
Luckily, there are financial needs analysis apps to help you through the process.
Instead of hiring a financial advisor to help with your financial planning efforts, this app provides easy to use financial needs analysis forms that you can access from any mobile device. There are fields for everything that is generally required for a full analysis, including the following: personal information and spouse's information, income, assets, expenses, financial goals, future income expectations and more.
Additionally, you can list your dependents, investments and individual income earned. Users can also fill out their employment status, and any other details that will have an impact on your financial goals and future retirement planning.
Customize the financial planning form to fit financial plan requirements at your company, for clients, or to come up with a family financial plan for your home. This financial goals app is easily adaptable to your current financial situation and can be used in a number of settings that require a great deal of planning.