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Create Your Free Financial Plan: Reduce Stress and Secure Your Financial Future
Founded and supported by leaders in the financial services industry, Anasova (pronounced Ana-Sova) powers FreeFinancialPlan.com.
Money is one of the leading causes of stress, affecting people from all walks of life. Studies show that financial worries can significantly impact mental health, physical well-being, relationships, and overall quality of life.
A financial plan can help reduce this stress by providing clarity and control over your financial future. Anasova's unique approach assesses your financial stress in comparison to your peers and delivers a customized action plan. This isn’t just a to-do list; it’s a comprehensive strategy designed to minimize uncertainty and guide your retirement planning.
Maximize your life, minimize your stress. Take charge of your financial future today—no apps required. Simply answer a few questions to get started.
Tailored Financial Planning for Your Unique Goals
Financial planning isn’t one-size-fits-all, so Anasova's first step is to help you choose your path. We tailor our questions based on your investment level: for those with under $100,000, the process takes less than two minutes, while those with over $100,000 may take five to ten minutes. This allows us to collect the right information to create a personalized plan that addresses your current needs and future financial goals.
Stay Anonymous While Creating Your Financial Plan
We prioritize your financial privacy by only asking for the necessary information to provide accurate and meaningful advice. No personal details like last name, address, or account information are required, and your phone number is optional. You can even use a nickname to remain anonymous. For investments over $100,000, we’ll need an email to send your personalized PDF, but you can use an email masking service to maintain full anonymity. Your plan remains private and won’t include any identifying information, ensuring security throughout the process.
What’s Included in
Your Financial Plan
Your financial plan evolves with you, adapting to each stage of your financial journey. For those with investments under $20,000, the focus is on building a solid foundation, including emergency savings, reducing high-interest debt, and budgeting—crucial steps for long-term financial security.
If you have between $20,000 and $100,000 in investments, you can opt for either a simple or detailed plan.
For those with over $100,000, your plan becomes more comprehensive, offering both actionable strategies and broader financial insights across 5 to 20 pages.
Instead of rigid rules like the "4% rule"—which may not fit everyone's circumstances—the plan emphasizes ranges. This approach provides flexibility, allowing your strategy to be tailored to your unique financial situation, ensuring it can adjust to changes in market conditions and personal goals.
See as a PDF:
Tailored Financial Advice: Get Exactly What You Need, Nothing You Don’t
Why Your Financial Plan is Completely Free
At the end of your financial plan, you'll receive personalized offers like credit card upgrades, discounts with organizations such as AARP, or even a $20 bonus for setting a savings goal.
Some users may also connect with fee-for-service advisors, who provide a money-back guarantee if their advice doesn’t meet expectations.
For those with over $100,000 in investments, up to three firms may follow up via email with tailored financial solutions. These firms compete for your business, but you remain in full control with the option to opt out at any time.
You can ask questions, seek a second opinion, or request a video walkthrough to gain a better understanding of your plan before proceeding.
The AI Behind Your Financial Plan: Expertise from Anasova, Powered by Technology
Our system leverages advanced technology and proven financial principles to deliver personalized financial advice. Powered by AI, the insights you receive are guided by the expertise of Tom Anderson, a 5-time Barron’s Top Financial Advisor. While Tom’s experience—highlighted by his MBA from the University of Chicago and CIMA designation from Wharton—informs the system, the financial plan is fully AI-driven and not reviewed by a human. This ensures you receive expert-backed, data-driven guidance instantly and efficiently.
Anasova, an innovative company supported by leaders in financial services, is committed to reducing financial stress. We offer customized financial solutions designed to enhance your financial well-being, with advice tailored to your unique needs—delivered directly by our AI-powered system.
Take the First Step to Financial Peace: Build Your Customized AI-Driven Plan Today
Building a financial plan is the crucial first step to reducing stress and securing your financial future. With a customized, AI-driven financial plan, you can prioritize what matters most—whether it’s debt reduction, retirement planning, or investment growth.
Our process is designed to be simple, effective, and completely private, with no hidden fees or obligations. Take control of your financial future today—start your journey toward financial peace of mind. We’re confident you’ll find value in this free financial planning service and welcome your feedback as we continue to help users achieve their financial goals.