---
title: "PlanTogether: Budget & Plan - Reviews, Revenue and Downloads in Canada | Apple App Store"
description: "Clients who come back. Plans that keep themselves current.  One app, two sides of the same plan.  PlanTogether by MyFinancialApps is a financial-planning app for life-insurance advisors and their clie"
---

# PlanTogether: Budget & Plan — Canada
> Compliance files for advisors

![PlanTogether App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple221/v4/27/e1/9e/27e19e7d-5d2f-bdb9-195d-d2b80195fa04/AppIcon-0-0-1x_U007emarketing-0-11-0-85-220.png/434x0w.png)

**Developer:** [Steven Snary](https://apptail.io/developer/steven-snary-aoGf)
**Category:** Finance
**Rating:** 5.0/5 (1 ratings)
**Price:** Free
**Bundle ID:** io.myfinancialapps.lifeInsureMe
**Store:** Apple App Store
**Country:** Canada
**Version:** 2.0.10 (released 2026-09-20)
**Original Release:** 2025-03-10
**Languages:** English

**App Store Link:** [Download on Apple App Store](https://apps.apple.com/ca/app/app/id1607769200)
**AppTail Page:** [https://apptail.io/app/plantogether-budget-plan-dxBo/canada](https://apptail.io/app/plantogether-budget-plan-dxBo/canada)

## PlanTogether Description
Clients who come back. Plans that keep themselves current.

One app, two sides of the same plan.

PlanTogether by MyFinancialApps is a financial-planning app for life-insurance advisors and their clients: clients get their own budgeting app, and Canadian advisors get two named compliance modules — Client-Level Compliance and Sale-Level Compliance.

IF YOU'RE A CLIENT You join through your advisor's invitation; the plan you build together stays yours between meetings. Your Budget is quick to keep current. Safe-to-Spend is backed by a 12-month cashflow runway, so your tightest point is circled before it lands. Debt Freedom maps Snowball and Avalanche payoff plans, with payoff dates and an extra-payment slider. Set the goals that shape your plan, plus an optional Payday Planner and Cashflow Calendar.

IF YOU'RE AN ADVISOR You and each client work one live shared file: every number the client keeps fresh updates the plan you built, instantly, and the fact find is a living document the client reviews and confirms. Invite each client personally from your dashboard, then open the next review with today's numbers, not last February's.

For Canadian advisors, Client-Level Compliance watches every client file — disclosure, privacy consent, fact find confirmation, needs analysis, document retention — and Sale-Level Compliance gates each life sale in the sequence auditors check for: needs analysis, a reason-why letter or replacement paperwork (including the Quebec AMF notice), and the policy delivery receipt — every step dated, signed copies on record, in every province and territory.

Same app, different login: advisors sign in to the advisor dashboard; clients sign in to their own budget and plan.

Support: hello@myfinancialapps.io

## PlanTogether Screenshots
- [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/2e/ec/7e/2eec7e6c-f28d-c927-7e36-e7385a6b0f9b/01_advisor_dashboard.png/1320x2868.png)
- [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/3d/f8/97/3df89752-37c2-ab21-61e2-977566729755/02_client_dashboard_advisor_view.png/1320x2868.png)
- [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/f6/6f/d0/f66fd095-d766-6040-be4c-ce2c0bfc8e4d/03_client_file_compliance.png/1320x2868.png)
- [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/9d/63/f7/9d63f7b9-f656-59a5-bdbf-8054d8abf8b1/04_coverage_summary_overview.png/1320x2868.png)
- [Screenshot 5](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/07/3e/1a/073e1a72-9241-f38f-bc47-6edc7aedd351/05_fact_find_sheet.png/1320x2868.png)
- [Screenshot 6](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/0a/99/7e/0a997e2c-01c1-91c2-7617-9a99f85be111/06_client_home_fact_find_todo.png/1320x2868.png)
- [Screenshot 7](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/25/ab/c7/25abc7d7-c498-0588-2df2-aabcc04f454b/07_budget_overview.png/1320x2868.png)
- [Screenshot 8](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/70/a7/2b/70a72bcb-0da7-80a2-6e6e-c8e3018b0f50/08_debt_freedom_slider.png/1320x2868.png)
- [Screenshot 9](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/3d/80/ee/3d80ee1f-8738-4a8c-36e0-efb3c469db26/09_cashflow_calendar.png/1320x2868.png)
- [Screenshot 10](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/81/dd/37/81dd373c-4377-bb0c-52f6-77dd5a50fb60/10_fact_find_review_wizard.png/1320x2868.png)

## PlanTogether Rating Breakdown in Canada
- 5 stars: 1 (100%)
- 4 stars: 0 (0%)
- 3 stars: 0 (0%)
- 2 stars: 0 (0%)
- 1 stars: 0 (0%)





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## PlanTogether Available In
- [Canada](https://apptail.io/app/plantogether-budget-plan-dxBo/canada)
- [United States](https://apptail.io/app/plantogether-budget-plan-dxBo/united-states)

---

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