Financial and insurance decisions made easy.
Financial Planning is not just for the rich and famous.
Our team is dedicated to providing expert financial guidance at an affordable price. Whether you need assistance with your retirement planning, wealth accumulation strategy, or insurance needs, we are here to help. No matter your current financial situation, we will connect you with a reputable, licensed financial planner or insurance agent who can address your questions in clear, accessible terms. Our goal is to empower you to build a secure financial future.
A modern approach
Get straightforward advice without the hassle. You can confidently ask your financial and insurance questions to one of our trusted partners, with no pressure to make any purchases or uncomfortable decisions. We are here to provide you with the information and resources that best meet your needs.
Our Memberships
Me Membership
The ideal membership for those just beginning to build their financial future. This membership serves as the foundation for your long-term financial planning journey.
Monthly: $22 | Annual: $199 | Get started
Business Membership
The perfect membership for business owners, whether you're in the early stages of your venture or a seasoned entrepreneur. You'll be paired with a knowledgeable and experienced financial planner who specializes in working with business owners.
Monthly: $33 | Annual: $299 | Get started
Financial Plan Membership
With this membership, you receive all the benefits of the Me Membership, along with a personalized business plan. You'll work closely with a licensed financial planner to create a tailored financial roadmap, guiding you toward financial independence.
Monthly: $44 | Annual: $399 | Get started
CFP/CFA Membership
You will receive all the benefits of both the Me Membership and Financial Plan Membership, each tailored specifically for you. The added advantage is personalized guidance from a Certified Financial Planner or Certified Financial Analyst.
Monthly: $55 | Annual: $499 | Get started
Insurance Membership
This membership is designed for individuals seeking answers to their insurance questions. Whether you have inquiries about life insurance or property and casualty coverage, you will be connected with a licensed insurance agent who is knowledgeable about your specific needs.
Monthly: $16 | Annual: $149 | Get started
Join Today.
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