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Planning for 100% of America
How to engage us
WE OFFER ADVISORS THIS FREE LICENSE TO KEEP FOREVER. USE IT TO "ACCESS" FREE AND PAID SERVICES.
- Pay Per Plan Streamlined Planning instance with PlanTechBasic
- Sponsor or Refer a future client to StartingOutPlan
- Be a Hero and help those that really need it with ProBonoPlan
- Every Advisor gets a free personal plan with MyPrivatePlan
ADVISORS CAN UPGRADE TO PREMIUM LATER IF THEY WANT
FOR $1000/YEAR OR $90/MONTH.
- Unlimited Scenarios with Unlimited Households
- Customize Metrics, Graphs, Themes & Market Assumptions
- Create and manage a Team of Advisors & Support Staff
- Free sponsorship licenses at StartingOutPlan.com
Why Scenario Planning?
What is a Scenario?
An open white-board that starts with the Current Plan and then allows users to easily add actions they can control and model events they cannot. Scenarios are all independent from each other and can be used for 100's of reasons.
1. Deeper Engagement for your traditional clients
Suggested Actions
Your Official Recommendations.
Advice here is recorded and tracked.
Designed for clients of all ages.
Stress Testing
What if there are 3 more recessions?
What if Inflation Increases?
What if Social Security decreases?
Dreams Scenarios
Can I retire Early to the Beach?
Can I afford to start my own business?
Can I afford to change my profession?
Risk Scenarios
Model events that show the need for:
Life Policies, LTC, Disability & More.
Coaching Scenarios
Work with your clients to refine: Goals, Expenses, College Need & More.
Strategic Planning
Model a new Savings plan and play.
Model owning investment properties.
2. Better Analysis for All
Better financial analysis shouldn't be complicated or exclusive. With an intuitive scenario builder, advisors can create interactive and educational experiences that help clients engage the most important areas of their financial health. Custom metrics and dynamic graphs make it easy to focus each scenario on what matters most, delivering clarity and insight at every step.
Debt
Investments
Income
Risk
Spending
Liquidity
3. Engage the other 90% of ignored Americans
Legacy Clients
Americas Investable Assets are transferring to the next generation. Engage them now so that they see you as their advisor when transfer happens.
Expand Markets
Most of America does not benefit from planning, however, they really need your help. Figure out how to serve them with tech that can actually engage them.
1 in 3
Boomers are economically insecure
50%
Women aged 55 to 65 with no savings
70%
Families that worry about paying for college.
9/10
Young adults worry about barriers to wealth
Future Clients
Advisors do a lot to attract prospects, however, prospects often don't meet your criteria. Don't shut the door, give them access to a DIY experience for Free.
- Help those that don't meet your minimums.
- Premium subscribers can register DIY clients for free.
3 Passion Projects
...you should care about
The developers of PlanTechHub are passionate about leveraging our software and financial literacy lessons. Whether you're a financial advisor or a technologist, if you're looking for meaningful ways to make an impact, we invite you to explore these worthy causes. Our goal is to empower individuals with the tools and knowledge they need to take control of their financial future. If you see an opportunity for collaboration—whether we can assist you or vice versa—please reach out. Together, we can make financial planning more accessible and effective for those who need it most.
Financial Literacy Stories
These examples reflect the real-life financial situations that people face every day. The next generation of financial prospects wants more than generic solutions; they seek real control to build plans that accurately represent their lives and financial goals.
HOW MUCH NEW HOME CAN I AFFORD?
CAN WE RETIRE EARLY TO THE BEACH?
CAN WE BUY A 2ND HOME AND AIRBNB IT?
HOW DO I LIVE IN THE GIG ECONOMY?
COULD I AFFORD A PAY CUT TO BE HAPPIER?
CAN I AFFORD TO HELP WITH MY GRANDKIDS?
SHOULD I STAY HOME OR USE DAYCARE?
WHAT IS THE COST OF OUR DEBT ON US?
CAN I AFFORD TO GO BACK TO SCHOOL?
CAN WE OPEN OUR DREAM BUSINESS?
WHAT IF SOMETHING HAPPENS TO ME?
WHAT IF WE MOVE TO ANOTHER STATE?
Benefits to the industry
1
Engage the Next Generation
Some Inconvenient
Truths about the
The Great
Wealth Transfer
- Advisors loose 7/10 clients at wealth transfer on average today
- The future $84T and todays remaining $56T are largely the same groups currently not being engaged
- The Transfer will be from a group famous for not engaging in technology to a group that lives on it.
Our Big Purpose #1
We're creating the infrastructure for Advisors and Firms to expand markets and help more people by making it easier to monetize the service of professional advice.
2
Up Your Game with Everyone
Follow my logic here....
- You cannot use Boomers to understand how the next generation of investors will engage with your planning technology. They'll expect more.
- The typical Investment Management focused planning experience is easily reproducible and improved upon by AI assisted Automation.
- A Scenario-Driven planning engagement gives much more to the client than what dirt cheap automation will target your clients with.
Our Big Purpose #2
Advisors & Firms need a platform offering a planning experience highly distinguishable from a near-free investment management focused experience via GigantoCorp. By engaging todays clients and the next generation with better and more engaging service, we ensure the Democratization of Human-Led Advice.
The Role of StartingOutPlan
1. Help self-educate the User
2. Help build their Personal Financial Scenario
3. Help get Professional Advice when needed
They will look to you to...
Deliver quality advice as actionable steps in an online experience owned by the client.
Our Big Purpose #3
We're directly engaging everybody else the industry ignores. Their Financial Literacy Journey will lead to you and your firm.
FOUNDER | DESIGNER | CEO
Chadwick Blythe
With over 20 years cheerleading Financial Planning Software and partner technologies, Chad has worked with hundreds of RIA's & Institutions of all sizes to improve their return on investment with digital planning experience.
Chad began his career with a very popular financial planning software, using that tool as a twenty something kid with big plans and financial questions to model. He realized quickly that planning software wasn't built to handle the unique needs of younger prospects nor those that needed the help the most. Additionally, he began to realize that the very features that engages a younger prospect, will also allow advisors to increase their level of service to any existing clients, no matter their age or socio-economic situation.
Chad has proven that it doesn't matter your experience with planning software, or how many resources your firm has...if you have passion and a little imagination, you can light a spark in your Clients that get them EXCITED about your firms planning process and your expertise.
For other FinTech Platforms & Financial Institutions
For Federal, State & other non-Profit Programs
Better Planning Through
Ratio Analysis
Increased Client Engagement and Education Opportunities- Efficient and Precise Risk Assessment
- Differentiate Services with Evidence Based Advice
- Proactive Financial Health Management
- Track Performance of Implemented Strategies
