플랜플러스 – 재무건강코치

Features 플랜플러스 – 재무건강코치

Escape from financial illiteracy!
How long are you going to listen to others and only blame others?Now you need to know how to manage your own assets.Plan Plus provides customized asset management methods and investment solutions after analyzing users financial data as well as behavioral data that affects financial decision-making, such as money attitude, consumption habits, personality, prejudice, and innate risk orientation.
1:1 financial coaching.
✔ What is my innate consumption attitude and financial orientation?
What is your financial health?
· Get ​​a systematic financial health checkup in three steps based on behavioral finance.
· Based on the diagnosis result, I will provide you with an asset management solution that is right for you.

✔ Automatically, smart spending management when linked once · Income, expenses, and transfer details are automatically classified so you can see them at a glance by category.
· If you set a budget, we analyze todays expenses by reflecting real-time expenses.
✔ Smart loan guide, analysis of current loan problems · If you are getting a loan, I will tell you about the government-supported loan that you should consider first that suits your situation.· It also informs you of the loan repayment schedule to be repaid in the future, and you can find out how to improve problematic loans.
✔ Shield inspection that protects daily life, reliable insurance management · Dont have insurance yet?
Let me tell you the priority of insurance policy considering my situation.
· I check whether the insurance I need is well prepared, and I will tell you about the insurance that needs to be supplemented.

✔ Smart investment management with my scattered assets in one place · Gather the assets of banks, securities, and insurance companies in one place and easily check them with a graph.
· Analyze financial asset investment status, and suggest changes to asset allocation and recommended products to suit your risk appetite.
✔ Specific and clear savings plan, financial plan · Retirement funds, money for owning a house?
Set realistic financial goals and strategies, and receive customized investment solutions.■ Notes on use· A joint certificate is required for smooth use of the service.· If the public certificate is on the PC, copy the joint certificate to the smartphone through the Plan Plus Joint Certification Center (https://cert.planplus.co.kr/learninvest/index.do).
The copied joint certificate is not stored on the Plan Plus server, but is safely stored on the users mobile phone.■ Permissions for using the serviceStorage space (optional): Certificate connection when linking with financial institutions■ Customer Support· 1:1 inquiry within the Plan Plus app (Settings > 1:1 inquiry)· Plan Plus website: https://www.planplus.co.kr/· Inquiries about using the Plan Plus service: [email protected]