Next up is another alum of Finovate Startup, Matt Iverson, CEO of Boulevard R.

Boulevard R helps consumers with longer-term financial planning issues such as retirement planning.

Boulevard R helps users create a financial plan online using a 3-step process. The site allows users to work with a certified financial planner. They also have an integration with Advanta credit cards.

Users can go back and use the dashboard to see the plan they’ve produced and alter any of the inputs. They also have a “what if” key to run different planning scenarios.