Why We Created eFinPLAN:

Our CORE BELIEFS

YOU, YOUR DREAMS and NEEDS

We want you to be able to meet your needs and achieve your dreams. We are dedicated to providing the resources and tools necessary to help you plan your financial success. 

PERSONALIZED COMPREHENSIVE FINANCIAL PLANNING 

We want everyone to have access to a financial plan. The financial world is very complex, therefore having a personalized plan is important. An eFinplan financial plan covers virtually all areas of financial planning. In addition, eFinplan is not a cookie-cutter approach to financial planning. It uses highly evolved technology to customize a plan with an unlimited range of possibilities to help you meet your individualized goals.

SIMPLIFIED FINANCIAL EDUCATION MATERIALS 

We want people to be better informed and educated, because we believe it helps people make better decisions. The eFinplan financial plan has been designed as an educational resource using your individual information, to help you understand how financial topics may apply to you.  In addition, complementary educational articles are available on the website’s learning center to help you understand your financial situation and the options available to you.

LOW COST SERVICES 

We want you to have a low cost solution. We desire to minimize the impact that paying fees can have on your goals. Fee only financial planning is prohibitively expensive for many people; therefore we have built a system that is affordable for anyone. In addition, eFinplan helps to identify when you may need to engage the services of a fee based financial planner.

TECHNOLOGY

We believe the latest advancements in financial software can make what may be complex quick and easy. Technology delivers speed and accuracy at a lower cost. In addition, an eFinplan financial plan is accessible 24/7 so that you can monitor your progress toward your goals.

NO PRESSURE OR OBLIGATION

We want you to be able to plan without influence to buy investments or insurance. eFinplan sells no insurance and investments; therefore, there is no product bias.

YOUR VALUES and RELATIONSHIPS

We want your plan to recognize and respect your important values and relationships, because they are important to you and they play a large part in creating a good financial plan. At eFinplan we are the first software plan to incorporate your values and the teamwork needed between you and your spouse (or significant other) to achieve goals together.

THE COMMUNITY

We want you to be financially healthy, because financially healthy individuals and businesses foster more prosperity for everyone in the community.  In addition, eFinplan contributes a percentage of revenue to various philanthropic, charitable organizations, and efforts to increase financial literacy. We also support career and business opportunities for youth and low-income households. Lastly, we provide a 50% discount to single parents, active military, and disabled.

A TEAM OF TRUSTED PROFESSIONAL ADVISORS 

We want you to use trusted advisors, and we want you to be more informed and organized when you work with them. We believe that the team of financial, tax and legal advisors that you assemble is essential to implementing your financial plan – and if you are more prepared they will be better able to help you. 

No single company or person has all the financial knowledge you need, and no financial plan can address everyone’s individual situation and show all possible solutions. Your eFinplan financial plan helps you to identify which advisors you may need to help you implement your plan.