Start your financial plan today, without breaking the bank.

eFinPLAN is a revolutionary do-it-yourself financial plan that helps users establish and maintain financial freedom. Get started today by signing up for an eFinPLAN basic membership!

Basic eFinPLAN

Our basic package includes your personalized financial plan and additional educational resources:

  • 65-page financial plan
  • Personal action item checklist
  • Ability to run custom “what-if” scenarios
  • 24/7 access w/ability to track progress anytime
  • Member’s access to online financial courses
  • 30-day money back guarantee
  • Quarterly financial newsletter
$99 / Year
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Basic + 1 on 1 Coaching Session

All of the features of the Basic eFinPLAN + a personalized 60-minute session delivered online or by phone. We can help coach you about:

  • Getting your finances in order
  • Planning for a large expense
  • Finances after a lifestyle event
  • Planning wisely for retirement
  • Questions you may have
  • Inputting your data
  • Reviewing your plan with a coach
$149 / Year

for the Basic Plan plus an individual 60-minute session
eFinPLAN coaching is not advice or investment advice and does not replace the services of professional financial, investment, or retirement planners. Please consult your financial advisors before making a financial decision based on your eFinPLAN.

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If you are not satisfied with your customized eFinPLAN, you can request a full refund within 30 days from the date of your account signup.

eFinPLANs are 100% customized to your financial needs.

Whether you are looking to establish a basic financial foundation, target a path toward your financial goals, or recover from a major financial setback, we can provide you with a custom financial plan in seconds that will lead you on the path to your financial goals.

Private, secure and anonymous accounts.

We are deeply committed to ensuring the privacy of our members. We never store credit card information, and we never ask for social security numbers. We deploy several preventative steps to secure our members’ payment information. Read our full privacy and security policy here.