FinancialConnex is a personal financial planning service that combines technology with the guidance of a CERTIFIED FINANCIAL PLANNER ™. By centralizing your accounts into one customized portal, you are able to organize, manage, and monitor an indvidualized financial plan.
Unlike other personal finance websites, FinancialConnex provides you access to a CFP® practitioner for guidance and support.
To learn more, view the videos below:
A representative is ready to assist you begin the planning process.