Finance App of the Week – WeVest Financial Planning
Monday, May 20, 2019
Few days ago we reviewed WeVest Financial Planning. Since
this app impressed us, and we thoroughly believe it can be of extreme help for
your personal finances, we decided to give it another appraisal. Namely we
decided to pronounce it as our Finance App of the Week. Read more why.
Advanced analysis, budgeting and planning app
WeVest Financial Planning is a
cross-platform iOS, Android & web app which focuses on custom financial
planning. Based on the in-depth personal data you enter about your finances,
the app will suggest and guide you on how to allocate your money to maximize
your future net worth and meet your financial goals.
Easy Process
The end goal of WeVest Financial
Planning is for you to perfectly manage your budget and stick to it. For that purpose,
you need to go through a bit complicated process of giving answer to detailed
questions about your personal finances.
Be precise and thorough in giving
data about your (and your spouse if you are married) income, loans, mortgages,
financial goals, pension, debts. This is all needed so WeVest Financial
Planning can make thorough assessment and give precise financial
planning.
Custom Actionable Insights
The end result is detailed and actionable
insights and financial forecast. The insights and plan are initially targeted to
optimize the growth of your net worth, however, you can customize your own
goals. With such debt & income management and planning, and guidance, you
can achieve so much more with every aspect of your personal finances.
Additionally, what we loved is
that WeVest offers simple free finance calculators for different goals and tons
of personal finance news and blogs that will keep you on track and up to date
on how to maximize your personal finance and improve them on the long-term.
