We give you a unique advantage in the journey toward your financial goals.
eFinPLAN gives you a simple, practical, and implementable roadmap toward a secure financial future. We give you the tools, resources, and information you need to make wise financial decisions that positively impact your lifestyle. With no judgment, no salesman, and no intimidating conversations, our online financial platform offers the following unique advantages:
Remarkably Simple.A financial plan delivered in your language, not in complicated financial guru speak. Log in, answer a series of simple and clear questions, and receive a comprehensive financial plan complete with a checklist of personalized action steps to implement.
Comprehensive Planning.Your 60+ page financial report will cover nearly fifty financial planning topics - from current spending habits to retirement investments and goals. Much more than an investment guide or planning calculator, an eFinPLAN gives you an extensive strategy for your finances.
Affordable for Every Financial Situation.When you sign up for an eFinPLAN account, you'll never be gimmicked or tricked into buying expensive financial products. Satisfaction is guaranteed, and you can even try it risk free for 30 days. If you are not satisfied with our product, your money will be refunded 100%.
Flexibility You Control.Your financial plan is yours to own - available 24/7, with the option of running multiple "what if" reports at any given time. You are in complete control of the information in your financial plan, not the other way around.
Security Guaranteed.When you fill out an eFinPLAN financial plan, you will never be asked to provide your social security number or your financial account numbers. Our plans are entirely anonymous to protect your identity and provide you with peace of mind.
Surprising Insights.An eFinPLAN financial plan addresses non-traditional elements that impact your finances. Plans help you understand how factors from technology to relationships and values affect your financial situation. With unparalleled insight, you are more able to make confident financial decisions.
Are you ready to start your financial journey?
eFinPLAN makes financial planning accessible, affordable, and understandable for everyone. If you would like to get started toward defining and reaching your financial goals, sign up today for a Risk Free trial!