Financial Planner

Household financial planning — without leaving Salesforce

Financial Planner runs entirely on the Salesforce platform — collect records, run projections, and review insights and explorers where your client data already lives. No external portal. Your data never leaves Salesforce.

8 Total Plans
5 On Track
3 Need Review
8 plans

Hoffman Family Retirement

On Track
PrimaryDaniel Hoffman
SpouseMaria Hoffman
RetirementMar 2038
Updated 2 days ago

Chen Early Retirement Scenario

Review Needed
PrimaryWei Chen
RetirementJan 2031
Updated 1 week ago

Okafor Legacy & Estate Plan

Funding Gap
PrimaryAda Okafor
SpouseEmeka Okafor
RetirementJun 2042
Updated yesterday

Reyes Roth Conversion Draft

Draft
PrimarySofia Reyes
RetirementSep 2045
Updated 3 weeks ago

Create a New Plan

Start building a financial future with projections, tax analysis, and Monte Carlo simulations.

  • 100% Salesforce-native
  • Records & projections in your org
  • Insights & explorers included