Plan & Act

Who We Are

Plan & Act is a fee-only financial planning service that empowers individuals to achieve financial independence and peace of mind. We operate on the belief that everyone deserves access to personalized financial guidance, regardless of their financial situation. Our team of experienced advisors utilize cutting-edge technology to deliver comprehensive and accessible money management solutions.

Our Mission

Our mission is to provide ordinary Americans with expert personal financial planning advice and objective money management through our convenient online platform. We believe financial planning should be accessible, affordable, and easily manageable, empowering individuals to confidently navigate their financial journeys.

Our Approach

We utilize a holistic approach to financial planning, considering your unique goals, values, and circumstances. Our services include:

Financial Planning Services

• Goal setting and financial analysis
• Investment planning and portfolio management
• Retirement planning and income generation strategies
• Risk management assessment and mitigation
• Estate planning and insurance review

Financial Management Services

• Comprehensive portfolio management
• Regular performance review and analysis
• Automated contributions and transactions
• Personalized reporting and communication

Our Values

• Integrity: We prioritize transparency and ethical practices, upholding the highest fiduciary standards.
• Accessibility: We believe financial planning should be easily accessible and affordable.
• Client-Centricity: We tailor our services to your individual needs and goals, always acting in your best interest.
• Results-Oriented: We are committed to delivering measurable results and helping you achieve your financial goals.

Join the Plan & Act Community

Whether you're just starting your financial journey or looking to optimize your current plan, Plan & Act is here to empower you. Schedule a consultation with one of our experienced advisors and discover the power of personalized financial planning and objective money management.