Traditional financial planners often come with high fees and are reserved for those with significant assets. At Planned, we’ve developed a platform that combines the expertise of a seasoned financial advisor with the convenience of modern technology, at a fraction of the cost. Our app is designed to help you plan, budget, save, and invest - all in one place. Whether you’re just starting your financial journey or looking to take the next step, we’re here to provide the tools and support you need to achieve your financial goals.
At Planned, we believe that everyone deserves access to holistic financial planning - regardless of income, background, or net worth. Our mission is to make comprehensive financial planning affordable and accessible for all, not just the wealthy. Founded with the goal of breaking down the barriers that traditional financial services have built, we’re here to offer a solution that empowers young professionals and everyday individuals to take control of their financial future with confidence.
Company Details
- Founded
- -
- Address
- Santa Ana, Ca 92705, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://getitplanned.com
- Keywords
- Santa Ana.
- HQ
- Santa Ana, CA
Planned Questions
Planned's website is https://getitplanned.com
Planned's LinkedIn profile is https://www.linkedin.com/company/getitplanned
Planned's industry is
Financial Services
Planned's top competitors are
Cream,
Koa Wealth Management®,
Canterbury Consulting,
Stonebridge Property Group,
Cream,
Plaid.
Planned's categories are Financial Services
Planned's founding year is 2022
