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Be at the center of your financial world.

Individual Plan

  • $900 One-Time Onboarding Fee
    *$900 Onboarding Fee is refunded, if your employer signs up within 12 months.
  • $60/ Month
    Cancel Anytime
  • Available as a Stand-Alone Product
  • Upload Your Corporate Documents
  • Reservations Only

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Corporate Plan

  • $2,500 Annual Platform Fee
  • $500 Per Employee Annually
  • Available to Groups of 10+ Employees
  • Employer Pre-loads Corporate Documents
  • Always Available
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A financial team of Subject Matter Experts.

Our CFP® professionals, together with subject-matter experts from every financial discipline, build and monitor your financial plan. Imagine. Your own financial team. Whenever you need their support.

A financial plan that grows with you.

LIfe changes and you should have a financial plan that changes with you. Our CFP® professionals work with you to build a custom financial plan that grows with you, reviewing it every three months to make sure you're getting the most our of your plan.

Access to MFC University.

Self-study in our content-rich online knowledgebase.

Your own personal, real-human, Financial Coach.

Quickly access CERTIFIED FINANCIAL PLANNER™professionals as your personal coach-educator—real humans who care about your financial future.

24/7 access to your financial picture, from anywhere.

Never miss a beat. Your finances in panoramic view 24/7. Online. Secure. And up-to-date.

Unbiased, uncompromised advice.

Get unbiased advice from our non-selling CERTIFIED FINANCIAL PLANNER™ professionals—your personal financial coach.

Want to learn more? Contact us to join an info session.