Connect to advice & education

You can connect with financial experts three ways:

Get a free plan review or answer to your questions
Fee-for-service generalists (paid)
Specialists (paid)

Get a free plan review / Q&A

Gain perspective on your financial plan, for free. This educational service is available to everyone, regardless of how much money you have. Getting started is easy:

1. Browse advisors

Find the right fit for you.

2. Click "Connect"

You will be prompted to register but neither your full name or email address will be provided to the Advisor. Once, registered, message the Advisor.

3. Take it from there!

Most people set up a call to review their financial plan. This call is for general educational purposes only; a discussion on things to consider. No financial products or services will be offered.

Important notes

You choose at what point, if any, to share your contact or personal information with the advisor.

To provide a review of your plan, your advisor will need the full time stamp on the cover of your plan. Without this information they can not access your plan.

This isn't an instant messaging service. Responses will generally be sent the same or next business day.

Fee-for-service generalists

With a fee-for-service advisor, you only pay for what you need, when you need it.

Our network of fee-for-service independent professionals provide advice. For just $99 book a 30-minute call with a financial expert. They can:

Help you build a more detailed financial plan
Answer questions on a plan you already built
Guide you on the best way to execute your plan

Specialists

Is your issue more complex? Sometimes the expertise of a specialist is needed.

Sale of a business
Retirement - more detailed plan
Divorce
Investment management
Death in the family
Social Security
Medicare
Bankruptcy
Debt consolidation
High net worth planning

The list goes on. Our specialist network can take care of virtually anything you need.

There is no cost to inquire and no obligation to move forward. Simply click "Inquire / Learn More" and let us know how we may help you.

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Additional Terms & Conditions : This site and its contents are for informational purposes only and shall not be construed or interpreted to be any type of advice, by any person, in any jurisdiction. This includes, but is not limited to personalized, investment, financial, legal, insurance, lending, banking, credit, savings, health, medical, or any other form of advice. This site lacks sufficient detail and disclaimers for you to make any actionable decisions. All strategies have risks. These risks are not fully disclosed on this site. You must evaluate these risks with your professional advisors unique to your situation. You agree you are using this site at your own risk. The ideas in this site are meant to go together. You can't pick and choose concepts without materially changing, disrupting, or destroying the overall ideas. Figures are hypothetical and for educational illustration purposes only. Dollars are presented in today's dollars. Our software makes underlying assumptions. These assumptions may be wrong, change, or not apply to you. As a result, the estimates could be incorrect. Past performance does not guarantee future results.

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