Plan Bolt
Start where you are.
Plan where you’re going.
“Faith is taking the first step even when you don't see the whole staircase.” — Martin Luther King, Jr.
The first step doesn't have to be perfect - It just has to be taken. That's why we created PlanBolt - to make it easy to take that first step toward financial clarity and confidence.
PlanBolt uses advanced AI to perform a Financial Assessment of your current situation, your concerns, and your goals. Then, it applies proven financial planning techniques to calculate your Financial Readiness Score and outline your personalized next steps.
We've made the first step so simple, you'll wonder why you waited. Start your free Financial Assessment now and take the first step toward financial clarity and confidence.
Private. No cost. No credit card. You control if an advisor contacts you.
What you’ll do
“I’m 50, make about $150K, spend ~$6K/month, have $300K saved, and want to retire at 65. Am I on track?”
What you’ll get
- Readiness snapshot (how close you are to your goal)
- Top 3 actions you can take right now
- Printable/email-ready plan
Belief is powerful. But action turns belief into results.
Most of us believe we should plan — yet getting started feels intimidating. Plan Bolt gives you a simple snapshot of where you are and the first steps to take, so you can act on your belief with confidence.
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Get a clear picture of your finances in minutes
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See what’s working — and what needs attention
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Discover your top 3 next actions
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Know how close you are to your goals
How it works
1) Tell us about you
Type 2–5 sentences about your finances and goals, or use quick tags in the app.
2) Get your plan
AI builds a personalized summary — readiness snapshot and 3 recommended actions.
3) Keep or connect
Print or email your plan. With consent, you can connect with an advisor for deeper help.
Why an AI-powered plan?
Plan Bolt analyzes your input with advanced AI and generates an educational plan — similar to what a professional might outline — in under a minute. It’s the first draft of your financial plan, without spreadsheets or pressure.
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Fast — takes 60 seconds, not 6 hours
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Smart — grounded in planning principles
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Private — encrypted; you control sharing
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Actionable — clear next steps
“Believe you can and you’re halfway there.”
— Theodore Roosevelt
Belief starts the journey. A plan keeps it going.
You don’t have to do it alone.
After you see your plan, you might want expert support to refine it. With your consent, a qualified financial advisor can review your AI-generated plan and help turn it into a full strategy.
Advisor contact is optional and always controlled by you.
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Educational summary — not investment advice
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Your data is never shared without your consent
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You can request deletion at any time
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Independent advisors only (if you opt in)
FAQ
Is this financial advice?
No — this is an educational snapshot to help you get started.
Will I get spammed by advisors?
Only if you check the consent box inside the app.
Is my data safe?
We use encryption in transit and at rest. See our Privacy Policy.
Does this cost anything?
No — your mini plan is free.
How long does it take?
About 60 seconds after you submit your information.