If you are facing financial hardship during this time, our plans can help. See our new pricing specials to help plan for financial uncertainties.

We don't just talk about your financial dreams, we create a plan to reach them.

eFinPLAN gives you a comprehensive financial plan custom built to your unique financial situation, placing you in control of your financial forecast.

Start your financial plan now!

A simple approach to a strong financial future.

eFinPLAN creates a robust financial plan that enables you to reach your financial goals and improve your financial situation. Our unique approach takes the mystery and fear out of financial planning, providing you with a planning process that is...

  • Simple.No complicated process or uncomfortable interviews - simply sign up, fill out a complete information form at your leisure, and implement the road map we custom build for your financial future.
  • Secure.Your information will never be sold or given away to another financial firm, and we will never ask for your account numbers or social security number. We protect the information you entrust to us, using the latest technology to ensure your protection.
  • Affordable.Financial planners usually charge thousands for their services. We provide you with a comprehensive, ready-to-implement financial plan for $99.00.
  • Positive.You'll never be judged or critiqued - only encouraged and equipped to make smart, balanced financial decisions.

Why worry about a financial plan?

A financial plan is much more than a monthly budget or the balancing of a checkbook. It's a wise, thoughtful, carefully crafted roadmap to establishing a lifetime of financial freedom.

Without a Financial Plan

  • Live paycheck to paycheck
  • Continue to accrue debt
  • Take out loans to pay for education
  • Have no real retirement plan
  • Make random investments
  • Be unable to give to charitable causes
  • Maintain a low credit score
  • Feel desperate and unsure

With a Financial Plan

  • Build up savings for unplanned expenses
  • Manage debt effectively
  • Plan for your children's education
  • Prepare for retirement effectively
  • Invest wisely to build wealth
  • Give generously to charities
  • Maintain a healthy credit score
  • Feel confident and secure

Why worry about a financial plan?

A financial plan is much more than a monthly budget or the balancing of a checkbook. It's a wise, thoughtful, carefully crafted roadmap to establishing a lifetime of financial freedom.

  • AnalysisThrough a quick online questionnaire, we securely establish a clear understanding of your current financial situation.
  • GoalsIdentify and prioritize your financial goals into the development of your financial plan.
  • PlanWe build a 60+ page roadmap outlining your unique financial path to financial freedom, ready for you to implement immediately.
  • SupportWe give you the ability to continually update your financial plan and run what-if scenarios, and we even keep you up to date with the latest financial advice.