Fisecal delivers financial plans in a New York minute

See for yourself how easy our software is by submitting a financial profile. Best of all, you’ll get a sample plan delivered to your inbox in seconds.
See for yourself how easy our software is by submitting a financial profile. Best of all, you’ll get a sample plan delivered to your inbox in seconds.

(the software will take a few seconds to load; thanks for your patience 🙂)
Check out a sample Plan
Check out a sample Plan
Fisecal generates a full financial plan that includes a budgeting and spending overview, detailed Action Plan, goal analysis, and financial health review.
Best of all, our software can be customized to ensure your brand is front and center, including:
- Headers, Sub headers, Explanations, Definitions, Client Messaging
- Colors, Fonts, Logos
- Financial Plan layout
- Confirmation Page & Notification Emails
- Add 3rd Party Products to Recommendations
- Legal/Disclosure Documents
- Other Branding Customization