Subscription-Based Financial Planning Service
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Subscription-Based Financial Planning Service

Inspired by a conversation on:

Jill on Money with Jill Schlesinger

Jill on Money with Jill Schlesinger

Should I Combine Accounts?

Host: Jill Schlesinger

Timestamp: 00:00:52 - 00:01:17

Listen to Episode • View Podcast • All Ideas from Jill on Money with Jill Schlesinger

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Direct Quote

"So if you're comfortable doing it yourself, you may want to check that out. But if you really need longer-term financial planning... just do it yourself and do it with one of those firms that can offer you cheap index funds."

Summary

The podcast discusses a subscription service called 'Jill on Money Live,' which offers users access to exclusive financial planning resources, including webinars and bonus content for a yearly fee. This model can be expanded by creating a comprehensive subscription-based financial planning service that provides personalized advice and investment management. Entrepreneurs can implement this by leveraging technology to offer tiered service levels, where subscribers receive tailored advice based on their financial goals and situations. The target audience would be individuals looking for budget-friendly financial planning without the high costs of traditional advisors. Tools such as automated financial planning software or robo-advisors could be integrated into the service to provide users with real-time insights and recommendations on their investments, ensuring they have access to relevant financial tools.

Categorization

Business Model
Service
Target Founder
Generalist
Difficulty
Medium
Time to Revenue
1-3 months
Initial Investment
< $1,000

Scores

Clarity
8/10
Novelty
7/10
Feasibility
8/10
Market Potential
9/10
Evidence
6/10
Overall
7.6/10
Found on August 26, 2025 • Analyzed on August 26, 2025 10:05 AM

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2:34 PM

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