A new type of financial planning software for advisors to expand services and markets.

Services below are accessed via a Free Account for RIA's & Reps

Pay-by-the-Plan
Financial Planning Software

Free ProBono Planning Tool
for Advisors

Financial Literacy Software
for Everybody Else

Unlinked Private Plans
​For Advisors & Clients

Financial Literacy Workshops
​For Clients & Consumers

Coming Soon

Free ParaPlanning License
​For helpers of all kinds

Coming Soon

Upgrade to Premium

  • Create Unlimited Plans and/or consolidate Access Accounts
  • Customize Metrics, Graphs, Theme & Market Assumptions
  • Create a Team with internal & external colleagues
  • Eligible for StartingOutPlan.com professional help requests

1

Engage the Next Generation

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Some Inconvenient Truths              about the

The Great
Wealth Transfer

  • Advisors loose 7/10 clients at wealth transfer on average today
  • ​The Frequency will only increase as boomers age
  • The future $84T and todays remaining $56T are largely the same groups currently not being engaged
  • ​The Transfer is from a group famous for not engaging in technology to a group that lives on it. 

Who else needs your help today
but is traditionally ignored.

25

States that require personal finance instruction for students

50%

Women aged 55 to 65 with no retirement savings

45%

Boomers that have no retirement savings

9/10

Young adults that say they have barriers to wealth

70%

Families that worry about paying for their kids college education.

1 in 3

Boomers are economically insecure

How can we use planning software built only for Investment Management with clients that have no Investments to manage?

Our Big Purpose #1

We're creating the infrastructure for Advisors and Firms to expand markets (help more people) by making it easier to monetize service to them.

2

Up Your Game

Follow my logic here....

  • One  Cannot use Boomers to understand how the next generation of investors will engage with technology.
  • They typical financial plan and its experience IS reproducible and improved by AI assisted Automation.
  • GigantoCorp already sees an Advisor-Free future and is now looking for the tools to make it a reality.
  • A Scenario-Driven planning engagement is not reproducible as a dirt cheap automated experience.

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.

3

Financial Literacy Lead Capture

The Role of StartingOutPlan

1. Educate the User
2. Help build their Personal Scenario
3. Provide a bridge to Professional Advice

They will look to you to...

1. Help Diagnose their Personal Scenario
2. Educate & Prepare for factors in and out of their control.​
​3. Offer Actionable Advice directly into their StartingOutPlan Account.

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.  

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Pro-Bono with us

​Its Free & Convenient

ProBonoPlan is just a better fit for clients in real need.

ProBono Clients can Self Register themselves.

ProBono clients can do their own Data Gathering

Focus on your expert Advice, and not the inputting of data

ProBono Clients can be transferred to Premium

Segregate your ProBono clients from from your other clients.




"I needed a user-friendly, visually appealing software to showcase my recommendations to my clients and to encourage their participation in the development of their own plans. PlanTechHub is unprecedented in the versatility it offers clients who want a DIY experience while still being able to engage with an advisor to receive expert guidance, advice, and education. I’ve personally found that many of my clients love the fact that this software is not a black box that is only accessible by their advisor.

My absolute favorite feature is how easily scenarios can be crafted and compared. To me, this is the future of financial planning. As advisors are struggling to maintain relevance through investment management alone, we are all being forced to pivot towards a more “service-centric” model. What better way to provide service to clients than to model and explain the impact of each life changing choice they could make on multiple future paths?"


"I would highly recommend PlanTechHub."

Jeff George

     IO Advisors |  Orlando, FL

Don't be Scared of your "Engineering Client"

All the details they would want and the power to play with them reside in the most empowering Client Portal available.  

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

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