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!
Our basic package includes your personalized financial plan and additional educational resources:
All of the features of the Basic eFinPLAN + a personalized 30-minute session delivered online or by phone. We can help coach you about:
for the Basic Plan plus an individual 30-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.
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.
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.
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.