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 financial management app that helps users track their expenses, set budgets, prioritize savings goals (such as paying off debt, saving for vacation, building an emergency fund), and provides personalized recommendations on how to allocate their income based on their financial situation.
BudgetFinanceBudgetingExpense TrackingFinancial PlanningPersonal FinanceSavings GoalsDebt Management
Potential Monthly Revenue:$20000
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A personal finance app that helps people set savings goals for big purchases, track their progress, and provides personalized steps to achieve those goals.
FrugalPersonal FinanceBudgetingGoal TrackingFinancial Planning
Potential Monthly Revenue:$10000
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A personalized financial coaching platform that provides step-by-step guidance, accountability, and support to help individuals break bad financial habits, create a budget, and start saving effectively.
FinancialplanningFinancial PlanningCoachingBudgeting ToolsAccountability Software
Potential Monthly Revenue:$5500
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A financial planning tool that analyzes an individual's financial situation, investment goals, and tax implications to provide personalized recommendations on how to optimize between taxable accounts and IRAs for maximum tax efficiency.
FinancialplanningFinanceFinancial Planning SoftwareInvestment Analysis ToolsTax Optimization Calculators
Potential Monthly Revenue:$12500
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A platform that provides easy-to-understand guidance on setting up a Roth IRA, explaining the nitty-gritty details, discussing the upsides and downsides, and educating users on potential risks to avoid getting screwed over. The platform can also provide insights on how the status of the economy can impact the returns in a Roth IRA account.
FinancialplanningFinanceEducationFinancial PlanningOnline Tools
Potential Monthly Revenue:$25000
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A personalized financial planning tool that integrates financial goals, income, expenses, and savings to create an optimized savings plan for individuals.
FinancialplanningFinancial PlanningPersonal FinanceBudgeting AppsInvesting Apps
Potential Monthly Revenue:$10000
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A platform that provides personalized financial advice and recommendations based on individual's financial situation, goals, and risk tolerance to help them make informed decisions about investing, loans, and mortgages.
InvestingFinancePersonal FinanceInvestmentFinancial PlanningLoan Calculator
Potential Monthly Revenue:$25000
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A personalized debt repayment plan generator that analyzes the user's financial situation, including income, expenses, and debt details, to provide a customized strategy for paying off credit card debt efficiently.
BudgetFinancePersonal FinanceDebt RepaymentFinancial PlanningCalculator
Potential Monthly Revenue:$5000
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A financial planning tool that analyzes individual's financial situations, provides personalized debt repayment plans, and offers alternative solutions to paying off debt without touching retirement savings.
FinancialplanningFinancial PlanningDebt ManagementPersonal FinanceRetirement PlanningDebt Repayment CalculatorsBudgeting Tools
Potential Monthly Revenue:$3000
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A platform that connects individuals with experienced and reputable fee-only financial advisors who can provide personalized and comprehensive financial planning services, tailored to the individual's specific financial situation and goals
FinancialplanningFinanceFinancial PlanningMatching Platform
Potential Monthly Revenue:$40000
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218 ideas found.

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