Financial Planning Business Ideas

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

Filter:
Category: Financial PlanningClear Filter

218 ideas found.

A financial planning tool that analyzes individual mortgage terms and offers personalized advice on the most effective strategy to pay off the mortgage faster, whether through additional monthly payments or biweekly payments.
PersonalfinanceFinanceMortgage CalculatorPersonalized Financial Planning Tools
Potential Monthly Revenue:$10000
See Details
A financial planning and investment advisory platform that offers personalized investment strategies based on individual financial goals and risk tolerance. The platform could provide suggestions on allocating funds between high-yield savings accounts, Roth IRAs, and other investment options, as well as offer tools for debt management.
FinancialplanningFinanceInvestmentSavingsDebt ManagementFinancial PlanningOnline Tools
Potential Monthly Revenue:$55000
See Details
A platform that helps individuals optimize their retirement contributions to maximize tax benefits and eligibility for Roth IRA by providing personalized financial planning strategies.
InvestingFinancial PlanningRetirement PlanningTax OptimizationPersonal Finance Tools
Potential Monthly Revenue:$20000
See Details
A financial planning tool that analyzes an individual's financial situation, goals, and incoming funds to provide personalized recommendations on the most optimal way to allocate the money, including paying off debt, saving for future goals, and investing.
FinancialplanningFinancial PlanningPersonal FinanceMoney ManagementBudgetingExcelMintPersonal Capital
Potential Monthly Revenue:$10000
See Details
A platform that helps people set up protective financial structures for assets not covered by trusts, specifically tailored for potential nursing home expenses.
FinancialplanningFinancial PlanningAsset ProtectionTrust ManagementLegal Services
Potential Monthly Revenue:$25000
See Details
A virtual support platform connecting individuals struggling with depression and related challenges to trained mentors and resources for job search assistance, financial planning, and emotional support.
DepressionMental HealthPeer SupportJob Search AssistanceFinancial PlanningVirtual Communication Tools
Potential Monthly Revenue:$17500
See Details
A platform that provides clear and accurate information on rules for inherited IRAs and RMDs, offers personalized guidance based on individual situations, and sends reminders for important deadlines and actions to ensure compliance
FinancialplanningFinancial PlanningPersonal FinanceIra RulesRmd CalculatorsReminders
Potential Monthly Revenue:$10000
See Details
A financial planning tool specifically designed for digital nomads, taking into account their unique sources of income such as rental properties and online work, to help them assess their financial readiness to become full-time digital nomads.
DigitalnomadFinancial PlanningReal Estate ManagementInvestment Tracking
Potential Monthly Revenue:$5000
See Details
A financial planning and debt management app that provides personalized budgeting advice, debt repayment strategies, and financial education resources to help individuals in similar situations to manage their finances effectively and climb out of debt.
PersonalfinanceFinanceBudgetingDebt ManagementFinancial PlanningPersonal Finance ToolsDebt Settlement Services
Potential Monthly Revenue:$50000
See Details
A financial planning tool that helps people explore all available options to pay off student debt without jeopardizing their retirement savings, including analyzing the implications of withdrawing from Roth IRAs.
PersonalfinanceFinancial PlanningRetirement PlanningDebt ManagementRoth Ira Calculator
Potential Monthly Revenue:$10000
See Details

218 ideas found.

IdeaPicker is designed to inspire entrepreneurs by providing them with a diverse range of startup ideas that are based on real-time interests and conversations happening online. We update its data daily from the latest discussions on Reddit. Revenue calculations and business plan may not be accurate. Please do your own research and validation before starting a business.

Love what you see? Spread the word!

If you like IdeaPicker, click below to share our site and help others discover this great resource of ideas!