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Financial Planning

YPO Network members receive preferred pricing to work with CERTIFIED FINANCIAL PLANNER™ professionals
MEET A COACHTax Planning


    As a member of YPO


    $2,000 One-Time Onboarding Fee
    Special Pricing of $1,500


    Full access to CFP®s and online platform

  • $150/Month
    Cancel Anytime



Unbiased and Un-Conflicted Financial Planning

Our financial planning process is focused on helping you plan, not sell you products or invest your money. We focus on all the elements of a comprehensive plan and differ from traditional planners.

We create a comprehensive financial plan that integrates your personal financial accounts and documents into one easy to view hub. This hub provides you a centralized story of your financial progress.

Our coaches can help you with:

  • Retirement Planning
  • Charitable Planning
  • Debt Management
  • Education Planning
  • Risk Management and Asset Protection
  • Vision and Goals
  • Optimizing benefit and compensation programs
  • Tax Planning and Strategies
  • Estate planning

Digitally organize all your: 

  • Financial accounts
  • Tax and legal documents
  • Insurance coverages
  • Investments
  • Annuities, IRAs, 401(k)s
  • Employer compensation and benefit plans
  • Practice valuation
  • Real estate holdings
  • Estate planning
  • Wills, Trusts, Deeds

Unbiased and Un-Conflicted Financial Planning

Our financial planning process is focused on helping you plan, not sell you products or invest your money. We focus on all the elements of a comprehensive plan and differ from traditional planners.

We create a comprehensive financial plan that integrates your personal financial accounts and documents into one easy to view hub. This hub provides you a centralized story of your financial progress.

Our coaches can help you with:

  • Retirement Planning
  • Charitable Planning
  • Debt Management
  • Education Planning
  • Risk Management and Asset Protection
  • Vision and Goals
  • Optimizing benefit and compensation programs
  • Tax Planning and Strategies
  • Estate planning

Digitally organize all your: 

  • Financial accounts
  • Tax and legal documents
  • Insurance coverages
  • Investments
  • Annuities, IRAs, 401(k)s
  • Employer compensation and benefit plans
  • Practice valuation
  • Real estate holdings
  • Estate planning
  • Wills, Trusts, Deeds

Get Access to Subject Matter Experts:

You will have access to an unbiased dedicated Financial Coach, CERTIFIED FINANCIAL PLANNER™ (CFP®) who will not only create your initial financial plan but will act as an ongoing resource for you as your financial needs change. When a gap is identified, your financial coach will connect you with the proper professional who specializes in your area of need such as investments, insurance, succession, retirement and estate planning etc. This ensures you are getting the best level of assistance across all areas of your financial picture, and that planning remains unbiased.
 

Get Access to Subject Matter Experts:

You will have access to an unbiased dedicated Financial Coach, CERTIFIED FINANCIAL PLANNER™ (CFP®) who will not only create your initial financial plan but will act as an ongoing resource for you as your financial needs change. When a gap is identified, your financial coach will connect you with the proper professional who specializes in your area of need such as investments, insurance, succession, retirement and estate planning etc. This ensures you are getting the best level of assistance across all areas of your financial picture, and that planning remains unbiased.
 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.