Financial planning should be easy.
Start your financial plan right now on your laptop or tablet. We want to understand you, your unique values & goals. Complete a brief online survey and book a complimentary 30-minute call to discuss your needs and answer any questions you have.
Financial planning should be easy.
Start your financial plan right now on your phone. We want to understand you, your unique values & goals. Complete a brief online survey and book a complimentary 30-minute call to discuss your needs and answer any questions you have.
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Why PlanEasy?
We help make financial planning easy. A financial plan is a list of your financial goals, both now and in the future, with a map of the best way to get there. Life rarely follows a straight path. You need help to navigate the financial twists and turns. A financial plan will help you put your hard-earned money to work in the best way possible.
Why PlanEasy?
We help make financial planning easy. A financial plan is a list of your financial goals, both now and in the future, with a map of the best way to get there. Life rarely follows a straight path. You need help to navigate the financial twists and turns. A financial plan will help you put your hard-earned money to work in the best way possible.
Simple
PlanEasy helps make financial planning easy. We handle all the tough calculations and integrate applicable government programs to create a personalized financial plan for you. To get started, all you need to do is answer some simple questions.
Simple
PlanEasy helps make financial planning easy. We handle all the tough calculations and integrate applicable government programs to create a personalized financial plan for you. To get started, all you need to do is answer some simple questions.
Unbiased
We work for you. PlanEasy is a fee-for-service financial planner. We provide advice, we don’t sell products. There are no commissions, no sales goals, and no hard sell.
Unbiased
We work for you. PlanEasy is a fee-for-service financial planner. We provide advice, we don’t sell products. There are no commissions, no sales goals, and no hard sell.
Accessible
We understand your time is limited, that’s why we’re accessible when you are, days, evenings, and weekends. Build your financial plan online and meet with your financial planner via phone or video chat.
Accessible
We understand your time is limited, that’s why we’re accessible when you are, days, evenings, and weekends. Build your financial plan online and meet with your financial planner via phone or video chat.
Interactive
Our financial planning process is interactive. Start with discovery. Tell us about your values, your goals and any specific questions you want answered. We’ll tell you what other information we need to complete your plan.
Let us do the hard stuff like optimizing taxes and integrating government programs.
Interactive
Our financial planning process is interactive. Start with discovery. Tell us about your values, your goals and any specific questions you want answered. We’ll tell you what other information we need to complete your plan.
Let us do the hard stuff like optimizing taxes and integrating government programs.
Our Clients
PlanEasy is designed for individuals, couples and young families in their 30’s, 40’s, 50’s and early 60’s. Our clients look for unbiased financial advice free from any sales pressure. They prefer to pick and choose the best products on the market rather than be tied down to just one institution.
