Virtual Financial Planning
Who We Are
CFP® Professionals
Virtual Team
Service-Driven
What We Do
Financial Planning
Retirement Planning
Insurance
How We Do It
Account Aggregation
Financial Technology
Virtual Meetings
Awareness
$0/Month
Actionable
$40/Month
Aspirational
$75/Month
- (4) Annual web conference sessions with a CFP® professional
- Access to eMoney
- Asset Allocation Reviews
- Investment Planning
- Cash flow management
- fpPathfinder Resources
- Retirement Planning
- Insurance Planning
- Distribution Education
- Wealth Planning