We guide everyday investors through a simple questionnaire and turn your answers into a clear, personalized financial plan — covering savings, retirement, debt, insurance, and investing goals. No confusing jargon, no pushy salespeople.
Educational, self-directed planning tools — not personalized investment advice.
Our guided questionnaire does the heavy lifting. In about 15 minutes you'll have a personalized roadmap you can act on today and update whenever life changes.
Tell us about your income, goals, timeline, and comfort with risk in a short guided questionnaire.
We turn your answers into a clear, personalized plan across saving, retirement, debt, and investing.
Follow step-by-step recommendations written in plain English, at your own pace.
Revisit your plan any time — update your numbers and watch your progress as your life evolves.
Build Your Own Financial Plan is a digital, self-directed planning service. Here's what's included with your plan:
A structured, easy questionnaire that captures your full financial picture.
A clear roadmap covering savings, retirement, debt, insurance, and investing goals.
Prioritized next steps so you always know what to do first.
Update your numbers any time and see how you're tracking toward each goal.
Educational explanations that help you understand every recommendation.
Questions about using the tool? Our team replies within one business day.
Choose the option that fits you. All prices in USD. No hidden fees; cancel anytime.
Build your full personalized financial plan and keep lifetime access to it.
Everything in Complete Plan, plus ongoing tracking and updates as your life changes.
Build Your Own Financial Plan was created to make quality financial planning accessible to everyone — not just people who can afford an expensive advisor. We believe that with the right guidance, anyone can understand their money and build a plan they feel good about.
Our platform combines a proven, questionnaire-based planning approach with clear, educational guidance, so you can make confident decisions and stay in control of your financial future.
A digital, self-directed financial planning service. You complete a guided questionnaire and receive a personalized written financial plan with a prioritized action list. The Plan + Tracking option adds ongoing updates and progress tracking on a monthly subscription.
No. Build Your Own Financial Plan provides educational tools and general planning guidance to help you make your own decisions. We are not a registered investment adviser or broker-dealer, and we do not provide personalized investment, tax, or legal advice. For advice specific to your situation, consult a licensed professional.
Immediately after checkout you'll get access to the questionnaire. Once completed, your personalized plan is generated and available online, and a copy is emailed to the address you provide.
We offer a 14-day money-back guarantee on your first purchase — see our Refund Policy below. You can cancel a monthly subscription any time and it will not renew.
Your information is used only to generate your plan and provide support. We never sell your data. See our Privacy Policy below for full details.
Email support@buildyourownfinancialplan.com and we'll reply within one business day.
Have a question before you buy? Reach out any time — a real person will get back to you within one business day. We're happy to explain how the plan works, what's included, and whether it's a good fit before you spend a cent.
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These Terms of Service ("Terms") govern your use of the website buildyourownfinancialplan.com and the services provided by [Your registered business name] ("we", "us", "our"). By accessing the site or purchasing a plan, you agree to these Terms.
We provide digital, self-directed financial planning tools and educational content, including a guided questionnaire, a personalized written plan, and optional ongoing tracking. The service is provided for informational and educational purposes only.
We are not a registered investment adviser, broker-dealer, accountant, or law firm, and nothing we provide constitutes personalized investment, tax, or legal advice. You are responsible for your own financial decisions and should consult a licensed professional for advice specific to your circumstances.
Prices are shown at checkout and processed securely by our payment provider, Stripe. One-time purchases are billed once. Subscriptions renew automatically each billing period until cancelled; you may cancel at any time and your plan will remain active until the end of the current period.
You agree not to misuse the service, resell it, or attempt to disrupt or reverse-engineer it. Your account and plan are for your personal use.
To the maximum extent permitted by law, we are not liable for any indirect or consequential losses arising from your use of the service or reliance on the information it provides.
We may update these Terms from time to time; the "last updated" date reflects the latest version.
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We respect your privacy. This policy explains what we collect and how we use it.
We use your information solely to generate and deliver your plan, provide support, process payments, and improve the service. We never sell your personal information.
We share data only with service providers who help us operate (for example, Stripe for payments and our email/hosting providers), and only as needed to deliver the service or comply with law.
You may request access to, correction of, or deletion of your personal information at any time by emailing support@buildyourownfinancialplan.com.
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If you're not satisfied with your first purchase, contact us within 14 days of purchase for a full refund. Refunds are issued to your original payment method via Stripe.
You can cancel a monthly subscription at any time from your account or by emailing us. Cancellation stops future renewals; your plan remains available until the end of the current billing period. We do not pro-rate partial periods unless required by law.
For any refund or cancellation request, email support@buildyourownfinancialplan.com and we'll respond within one business day.
Disclaimer: Build Your Own Financial Plan provides educational, self-directed financial planning tools and general information only. It is not a registered investment adviser, broker-dealer, tax advisor, or law firm, and nothing on this site constitutes personalized investment, tax, or legal advice. All investing involves risk, including possible loss of principal. Please consult a qualified, licensed professional before making financial decisions.