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 planning platform specifically designed for law school graduates with high student loan debt, providing personalized recommendations on repayment strategies, refinancing options, and savings plans like SAVE
LawschoolFinancial PlanningStudent Loan ManagementLoan RefinancingPersonalized Recommendations
Potential Monthly Revenue:$11985
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A personalized online platform that offers tailored financial planning and investment advice for individuals who have inherited stock portfolios, guiding them on whether to overhaul the portfolio or let it ride based on their financial goals and risk tolerance.
FinancialplanningFinancial PlanningInvestment AdvicePersonalized RecommendationsRisk AssessmentOnline Platform
Potential Monthly Revenue:$50000
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A platform that helps people with high-interest auto loans refinance their loans to get better interest rates and save money on their monthly payments.
PersonalfinanceFinanceLoan RefinancingFinancial PlanningLoan Comparison Tools
Potential Monthly Revenue:$50000
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A budget management app that helps people track their income, expenses, and savings in a simple and organized way. The app can provide personalized budgeting tips and suggestions based on individual financial situations.
BudgetFinanceBudgetingExpense TrackingSavingsPersonal FinanceBudget ManagementFinancial PlanningMobile App
Potential Monthly Revenue:$50000
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A startup that provides personalized financial planning services to optimize investment strategies for individuals with retirement accounts, taking into account risk tolerance, investment goals, and market conditions.
StocksFinanceInvestmentFinancial PlanningRisk ManagementMarket AnalysisPersonal Finance Software
Potential Monthly Revenue:$50000
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A financial planning app that helps individuals celebrate and appreciate their financial milestones, no matter how big or small, while also providing tools and resources to reach their long-term financial goals
FinancialplanningFinancePersonal FinanceBudgetingGoal TrackingFinancial Planning Tools
Potential Monthly Revenue:$105000
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A platform that provides personalized financial planning advice based on individual circumstances and goals, recommending the best financial products like high yield savings accounts or Roth IRAs
FinancialplanningFinancial PlanningPersonal FinanceRecommendation EngineBanking Apis
Potential Monthly Revenue:$35000
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A financial planning app that helps individuals calculate their budget based on income, expenses, savings, and future financial goals. It can provide personalized recommendations on affordable rent prices, savings targets, and emergency funds.
FinancialplanningFinancial PlanningBudgeting AppIncome CalculatorExpense TrackerSavings Goal Tracker
Potential Monthly Revenue:$25000
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A renter's insurance calculator that takes into account the value of belongings and potential overhead costs like hotel fees in case of displacement to recommend an appropriate coverage amount.
PersonalfinanceInsuranceFinancial PlanningCalculator
Potential Monthly Revenue:$10000
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A platform that connects aspiring actors with mentors who provide guidance on pursuing acting careers while managing financial responsibilities.
ActingMentorshipCareer GuidanceFinancial PlanningActing ClassesOnline Platform
Potential Monthly Revenue:$10250
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218 ideas found.

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