Financial Planning Business Ideas

IdeaPicker generated 218 business ideas about Financial Planning by scanning Reddit for pain points of real people.

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218 ideas found.

A tax planning tool for retirees to optimize withdrawals from different investment accounts (IRAs, HSA, 401k, regular brokerage) in order to minimize tax liabilities and keep AGI below certain thresholds.
FinancialplanningFinancial PlanningTax PlanningRetirement PlanningTax Calculation Tools
Potential Monthly Revenue:$10000
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A mobile app that provides personalized financial planning guidance for college students, offering tips on building emergency funds, exploring investment options, and saving for future goals.
FinancialplanningPersonal FinanceEducationMobile App DevelopmentFinancial Planning Tools
Potential Monthly Revenue:$10000
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A personalized online investment advisory platform that offers tailored investment recommendations based on individual financial situations, objectives, risk tolerance, and time horizon. Users can input their financial information and receive customized advice on how to allocate their funds for optimal returns.
InvestingFinanceInvestmentPersonalized AdvisoryFinancial PlanningOnline Platform
Potential Monthly Revenue:$25000
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A platform that curates and provides personalized passive income ideas based on individual preferences, skills, and available time commitment. This platform can offer a range of options from investing, online freelancing, dropshipping, rental income, and more, tailored to each user's specific criteria.
PassiveincomePersonalized RecommendationsPassive IncomeCurationSide HustleFinancial Planning
Potential Monthly Revenue:$50000
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A platform that provides guidance and assistance to people dealing with probate processes, especially in cases of complex financial situations like significant debt and minimal assets.
LegaladviceLegal ServicesFinancial PlanningProbate Assistance
Potential Monthly Revenue:$25000
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A budgeting app specifically designed for students and young adults entering a more independent phase, offering personalized budgeting techniques, saving goals, spending trackers, and tips on affordable living options
BudgetFinancePersonal FinanceBudgetingSavingsExpense TrackingFinancial Planning
Potential Monthly Revenue:$5000
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A platform that provides personalized retirement planning advice for individuals with pension-funded retirements, considering factors such as accessibility of funds, tax implications, and health insurance coverage
FinancialplanningFinancial PlanningRetirement PlanningPersonal FinanceTax PlanningPension Calculators
Potential Monthly Revenue:$15000
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A financial planning and debt management platform specifically tailored for individuals with high student loan debt, offering personalized repayment strategies, refinancing options, budgeting tools, and resources to achieve financial freedom
FinancialplanningFinancial PlanningDebt ManagementBudgetingRefinancingPersonal Finance Tools
Potential Monthly Revenue:$25000
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A financial planning platform that offers personalized strategies for individuals to save and invest wisely for their future, while also maintaining a healthy work-life balance.
FrugalPersonal FinanceFinancial PlanningInvestment ToolsWork-Life Balance Tools
Potential Monthly Revenue:$6500
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A relocation assistance platform that connects individuals with job opportunities in different states to affordable housing options, provides guidance on selling their current homes, and offers financial planning tools to minimize relocation costs.
BiotechReal EstateJob SearchFinancial PlanningRelocation Services
Potential Monthly Revenue:$50000
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218 ideas found.

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