Waterfall Planning
Holistic financial wellness for employees.
Details
- Follow on
- @WaterfallPlanHQLinkedIn
- Categories
- FintechEducation & Learning
- Use Cases
- Data AnalysisAnalytics & Reporting
- Target Audience
- HR ManagersNon-Technical UsersEnterprises
- Platforms
- Web
About Waterfall Planning
Waterfall Planning was built to help users who want data privacy to build their own baseline financial plan. It starts with a budget, then to savings goals and finally to a retirement plan. By building these foundational basics of personal finance, any user can grow their financial confidence. We are a B2B/B2C business, serving both individual users and employers/membership organizations. Reach out for a demo @ waterfallplanning.com/contact-sales
Product Insights
Waterfall Planning provides a web-based financial wellness framework that guides users through budgeting, savings goals, and retirement planning. It serves both individual consumers and enterprise organizations with a focus on data privacy and non-technical accessibility.
- Supports end-to-end planning from basic budgeting to long-term retirement goals.
- Dual B2B and B2C model accommodates both individual users and employer-sponsored programs.
- Prioritizes data privacy for users building their personal baseline financial plans.
- Web-based platform designed for non-technical users and HR managers.
Ideal for: Waterfall Planning is ideal for HR managers and enterprises seeking to provide non-technical users with accessible tools for budget tracking and retirement analytics.
Discount Codes
30% OFF(-20% OFF)
Valid until Jul 31, 2026
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Comments (1)
Holistic financial wellness tools for employees is a benefit companies often overlook. Waterfall Planning fills a real gap in employee financial wellbeing beyond just salary.