Finsei
Finsei [fen-say] is an all-in-one financial planning tool that offers a curated, goal-driven approach to personal finances. The web-based app seamlessly guides you through all of the complexities of financial planning, simplifying taxes, debt management, saving for retirement, wills and estate planning, etc. – all at a pace and level of intensity that works for you.
Problems
Long-term financial planning can be a stressful, time-consuming, and intimidating process – especially if you don’t know where to start. Many people avoid it as long as possible.
U.S. national data shows that roughly two-thirds of Americans do not currently work with a financial advisor (2020). Many believe hiring someone to manage their finances is expensive and only necessary for the wealthy or those with money to invest.
Financial planning literature is often very complex, convoluted, and packed with industry jargon, making it difficult to understand and put to use.
Goals
Create an all-in-one financial planning tool free of complication and “unnecessary financial noise.”
Offer a personalized planning experience that caters to the user’s calendar and availability.
Provide quality, bite-sized financial literacy content in addition to planning tips and recommendations.
Develop a community for users to connect and engage on planning topics, share their own financial experiences, and learn how other individuals might be navigating relevant financial situations.
