Financial Primary Care Membership

Get access to CFP® professionals and an online platform to track your financial health.

Schedule a Demo What is Financial Primary Care?

$2,000 One-Time Onboarding Fee

$150/Month

Full access to CFP®s and online platform

Cancel Anytime

Money-Back Guarantee**This offer starts from the moment payment is taken and will extend for thirty days
after the payment is made. All refunds will be processed within 2-3 business days after request.

– Meet with your CFP® Financial Coach to get access to our SmartTech™ online platform powered by eMoney

– Assistance in gathering your financial data and linking your accounts

– Personal modeling and recommendations on Retirement, Cash Flow, Insurance, Taxes, Estate Planning, etc.

– Three initial meetings and then ongoing quarterly meetings

– Direct email access to your personal CFP® Financial Coach

If affiliated with these organization ask us about the member’s discount:

Traditional Cost of Advisors According to Nerdwallet

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.

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