Financial Planning, reinvented
Connect your financial accounts or manually enter your data to track your net worth in real-time. Get personalized guidance from Clara, our AI financial assistant, or connect with certified Plana financial planners for expert advice.
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Why plana
Three ways we're revolutionizing financial planning
Net Worth Dashboard
Plana centralizes all your financial accounts in one place for a complete overview of your net worth.
Meet Clara, Your AI Assistant
Chat with Clara, our AI financial planning assistant, for instant answers and personalized optimization tips.
Flexible Consultations
Schedule annual or bi-annual reviews that fit your lifestyle and financial planning needs.
Choose Your Plan
From AI assistance to expert financial planning
Base
Perfect for getting started
- Full app access
- Net worth tracking
- Chat with Clara AI assistant
- Financial optimization tips
Professional
Base + expert guidance
- Everything in Base
- 1 hour yearly planner session
- Goal tracking & monitoring
- Clara follow-up support
Premium
Complete financial solution
- Everything in Professional
- 2 yearly planner sessions
- Annual tax filing included
- Priority support
À la Carte Services
Build custom packages with our certified financial planners
Retirement Planning
Comprehensive retirement strategy session
Financial Optimization
Optimize your current financial strategy
Investment Strategy
Custom investment portfolio review
Ready to take control?
Join thousands of users who are already building wealth with expert Plana guidance.
Free for 30 days. No credit card required.