The planning app your clients will actually open.
Plans, compliance docs, and a full budgeting suite — in one workspace you and your clients share. Client info flows once, straight into your system. No retyping. No chasing. No five-app duct-tape pretending to be a client portal. Costs less than what you'd pay an assistant for a couple of hours work — per month.
Most apps cost you money. This one can pay you - if you want it to.
PlanTogether replaces tools that cost more separately — and opens up a service tier your clients will happily pay for. That part's optional. It's also how most of our advisors end up adding another revenue stream on day one.
One app where five used to live
Most solo advisors are duct-taping a planning app, a CRM, a spreadsheet, a file drive, and an email thread pretending to be a client portal. PlanTogether is one tool that does the work of all of them — for less than any one of them costs alone.
You decide who gets what
Flip the budgeting suite on for every client at once, or roll it out one client at a time from their profile. Your dashboard, your call.
The budgeting suite can pay for itself
For example - Charge 12 clients $29/year for budget access — the same $29 you pay us in a month — and your entire PlanTogether subscription is covered for the year. Client #13 onward is additional revenue. (You handle the billing; we just hand you the access switch.)
Early access pricing ends soon
Lock in $29 before it moves to $49. When the price does move, it's because the app got a lot better. The value will always grow faster than the price ever will.
Live before your next client meeting.
No IT call. No training videos. No 90-day onboarding plan. Log in, invite a client, get to work.
Invite a client
Send an invite. They download the app, finish setup in under 10 minutes, and they're live in your shared workspace. Shorter than most discovery calls.
Build their full financial picture
Map out insurance, run budget scenarios, and lay out cashflow — together, in real time. Every change you make appears on their screen.
Compliance handles itself
Reason Why Letters generate straight from the plan data. No copy-paste. No "where did I save that template?" No pre-audit panic.
Finally — a client portal they'll actually open.
Clients stay in the loop. You stay in control.
Clients who can see their plan are clients who finally understand why it matters. PlanTogether keeps them engaged — without giving up a single inch of advisor control.
- Live plan editing — they see changes the moment you make them
- Role-based access — you decide what each client can see & touch
- Push notifications when important changes happen
- Full audit trail — important changes logged, corresponding decisions documented
Compliance paperwork that almost writes itself.
You didn't get into advising to fill out forms. PlanTogether starts with Life Insurance Reason Why Letters — generated from the data already in the plan. More compliance tools are coming soon.
- Reason Why Letters generated automatically — no copy-paste, ever
- E-signature ready, baked into the workflow
- More compliance tools shipping — and we're not done
The only budgeting suite connected to their advisor.
Standalone budgeting apps cost your clients more than PlanTogether costs you — in total. And not one of them connects to their financial advisor. Yours just did.
- Budget — normalized monthly income & expenses, with surplus or deficit at a glance
- Payday Planner — every dollar of every paycheck allocated; 100% covered = balanced plan
- Cashflow Calendar — day-by-day view of exactly what's in their account, when
- Per-client access — flip it on for everyone, or one client at a time
We won't fake testimonials. Here's what we'll do instead.
Real customer love is on its way — but we'd rather earn it than invent it. Until that's in our inbox, here's the deal:
Solo and small-team advisors are duct-taping a planning app, a CRM, a spreadsheet, a file drive, and an email thread — and calling the result a client portal. We've watched it cost advisors hours, clients, and weekends. PlanTogether is the connected workspace those five apps have been pretending to be.
The full Budget Module just shipped — Budget, Payday Planner, and Cashflow Calendar, all live in the app today. Insurance planning and Reason Why Letters are already in advisors' hands. More compliance tools land next. We ship monthly, and we listen more than we talk.
Sign up while we're in early access and lock in $29/month for 2026. You also get a direct line to the founder, real input on the roadmap, and a price that will always be a great value. Cancel any time. We're betting it'll be a while.
Your clients will open it. Your business will feel it.
Plans, compliance docs, and the full budgeting suite — free for your clients, $29 for you. Built for advisors who'd rather spend their day with people than chase paperwork.