PlannedReviews of getitplanned.com

Planned is a personal finance app and coaching service based in Newport Beach, California, founded in 2024 by Matt Schuberg, CFP®. We built it to give everyday households the kind of guidance that normally costs thousands of dollars a year.Connect your accounts securely through Plaid, with read-only access to 12,000+ US financial institutions, 256-bit encryption, and biometric login. From there Planned does the work: transactions categorize themselves, budgets update as you spend, and a single Financial Health Score shows where you actually stand across spending, saving, debt, and net worth. Our AI coach answers questions using your real numbers instead of generic advice, any time of day.If you want a human in your corner, add the Messaging plan: a real coach you can message anytime, with replies within 2 business days, for $49 per month. Or go 1:1 with a CERTIFIED FINANCIAL PLANNER® professional on the Coach plan for $199 per month, with direct messaging replies in under 24 hours Mon-Fri and a monthly 30-minute video call.The Planned app is $14.99 per month or $99.99 per year with a 7-day free trial on annual, and both coaching plans carry a 30-day money-back guarantee. Cancel anytime. Coaching is educational and is not investment, tax, or legal advice.Questions, or something not working? Email [email protected]. We reply to every review here, and we read all of them.

Planned (getitplanned.com) has 6 customer reviews on Five Star Index, with an average rating of 5.0 out of 5.

Also known as

getitplanned.com

Website

getitplanned.com

Category

Investments & Wealth

Location

Newport Beach, California

Listed on Five Star Index

2026