Start Planning the Future You Envision
Receive clear, flexible guidance from CERTIFIED FINANCIAL PLANNER™ professionals—whether you’re focusing on a single goal, or building a complete long-term plan.
How it works
1.) Select Your Plan
Choose the planning service that best fits your needs—whether you want a complete financial roadmap or focused assistance in one area.
2.) Sign In & Begin
After purchase, you’ll receive access to our secure client portal. Complete the onboarding steps and upload any required documents to begin.
3.) Analysis
Once onboarding is complete, your plan is developed and reviewed by a CERTIFIED FINANCIAL PLANNER™ professional. You’ll receive your report within 7 to 10 business days. You maintain full control. Implement your recommendations with the accounts, custodians, and tools you prefer.
4.) Support
Your plan includes one month of portal membership for follow-up questions and access to ongoing articles, seasonal reminders, tips, and resources. You can continue your membership at any time.
“Hi, I’m Scout—Your friendly financial lookout! I’ll be here to guide you through each step and make sure you have what you need along the way.”
Advisor Professional Affiliations & Standards
Our planners are CERTIFIED FINANCIAL PLANNER™ professionals committed to fiduciary, commission-free guidance and transparent advice. Some advisors may also hold memberships in leading financial planning associations and fee-only networks through their individual practices.
