Planwell | Personal Financial Advisor

Overview

A web-based financial planning platform that helps users make smarter financial decisions through personalized insights, goal tracking, and intelligent automation.

The Problem

Users struggle to manage their finances effectively due to fragmented tools, lack of clarity on long-term outcomes, and difficulty translating financial data into actionable decisions.

The Solution

Developed a modern financial planning interface that centralizes user financial data and presents it through intuitive dashboards, goal-based workflows, and intelligent recommendations, enabling users to better understand and optimize their financial future.

Key Features

• Personalized financial dashboards with real-time insights
• Goal-based planning (savings, expenses, long-term financial targets)
• Interactive charts for financial trends and projections
• Form-driven data input flows using Formik
• Smooth UI/UX with animations powered by Framer Motion
• Secure authentication and session management
• Responsive design for seamless cross-device experience