We get it. Not everyone is the same. Why should financial planning be?
We are expanding our service into two new tiers:
This service is designed for those who are solely looking for software to use. Perhaps you are a seasoned financial professional? Or are already working with another professional and would like to upgrade from paper documents to a more digital platform.
The difference between our software and other common competitors is that not only can we allocate common things such as checking and savings accounts, we can also include the value of your business, life insurance policies and estate values into your net worth. Most budgeting and retirement planning software similar to this will not offer a secure area for you to store your documents, however we do.
This tier is for those who generally know what to expect from using a financial allocation software and maybe just have a few questions that they need answered from the coaches. Maybe you are unsure of whether or not you are a good candidate to be working with a financial planner.
This plan is still mostly self-guided, however with this tier, you will gain access to online courses and content that is not available to the general public on our website. These will go over the basics of how to use the software as well as other educational content regarding how to approach financial dilemmas that commonly arise.
It’s easy to upgrade to our “Financial Coach Guided” tier if you often find yourself in need of assistance from a CFP® or have graduated to a step-in life where more financial guidance is required.