Introducing Financial Plan Guru: a financial planning membership for everyone.
Receive personalized financial planning advice tailored to your needs, all from the comfort and convenience of your home.
Our approach
We are a membership platform dedicated to empowering small investors, ensuring they gain the visibility and resources needed to grow their financial potential. Building generational wealth and achieving financial goals are aspirations we all share. With our tailored membership options, you can take the first step toward mastering your financial plan and securing a prosperous future.
Providing you answers to your financial questions
Our members often face pivotal moments in life that require expert guidance. Whether you've experienced a job loss, recently married, or welcomed your first child, navigating your next steps can feel overwhelming. With the support of a financial expert, you can explore your options, make informed choices, and confidently shape your financial future.
Member Discounts
By choosing to work with one of the financial advisors on our platform, you’ll benefit from discounted rates on a majority of their fees and advisory services.
Our services
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Me Membership
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Business Membership
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Financial Plan Membership
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CFA/CFP Membership
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Insurance Only Membership