Online Financial Planning

Comprehensive Planning for Everyone



Begin the journey to your goals today   

It's easy... sign up, complete online questionnaire, get your plan, and implement

Taking the mystery out of financial planning©

We make financial planning easy, affordable, understandable, educational and accessible to anyone who wants to reach their goals. Until now only the wealthy could afford financial planning. No longer is financial planning a great mystery!

                                     What Do I Get?              

              •24/7 online platform, no software to download 

              •60+ page financial plan, covers over 50 topics 

              •Low Cost (planners usually charge thousands)  

              •Financial planning action step checklist

              •No bias - no salesman will call, no product offers 

              •Online Learning Center 

              •Quarterly financial newsletter 

              •Private and secure

              •Educational report and you learn while doing it 

              •Make plan changes  & run what-if’s anytime

       Start Planning Today - Sign Up Now! 

Try Risk Free

“Do I Need a Financial Plan?”

Do you need to…

•Manage debt and spending better

•Retire with enough money, when you desire

•Plan for children’s college

•Make wise investment decisions

•Plan your estate

•Make wise insurance decisions

•Protect your family and secure their future

•Finally organize all your financial information

•Do this with one tool

•Get a road map to financial health

Taking the mystery out of financial planning newsletter


Free and one of the best and most helpful one around!

What is a financial plan and planning?

The Plan 

Written road map for your money. It’s the cornerstone for lifetime decision making. It is a personalized written document that you follow towards your goals. Without written goals “A Goal without a Plan is just a wish."  

Comprehensive and Computerized. Financial planning by definition involves dozens of areas of your personal finances, the only way to handle the complexity is with planning software. 

The Planning Process 

Planning is the process of monitoring and implementing your plan. Updating, revising and revisting it, making it a part of your total financial life, as you progress toward goals.

Try it Risk Free, Sign Up Now


You can try eFinPLAN online financial planning software risk free for 30 days. If not satisfied you will receive a full refund. The cost is $98 per year (billed $49 semi/annually if you opt out after 6 months, your data will be deleted). No high fees, product pitch or minimum investment. 

 "Thank you for your product!  I subscribe to other financial websites that recommend you very highly, and now I see why!  Your product is amazing!  I look forward to watching my plan evolve over the years"

- Natalie, NE

“I highly recommend Kent's eFinPLAN service. The product is easy to work with and a great value. It  will save you a lot of money over going to a regular financial planner.”

- Kim, SC

"Produces beautiful reports -- it's like sitting across the desk from a financial planner."

- Shelley Elmblad,


“In times past, access to financial planners was something for those already well-to-do, with money that needed some direction. Thankfully, with the advent of the internet and the scaling that’s possible, professional financial planning is right at your fingertips for a fraction of the cost.”

- Jesse Mecham,

“You now have another option in creating a financial plan. You can do this in the privacy of your own home. No need to bare your financial soul to total stranger.”

- Mary Hunt,

“I am very grateful for your eFinPLAN – great vehicle to get started with.”

- Missy, CA





eFinPLAN like Quicken and budget software?

No! eFinPLAN is for long term planning. Up until now this was only available from financial planners, eFinPLAN is the first online do-it-yourself financial planning software. Quicken and budget software are for managing day-to-day expenses.

How does eFinPLAN work? Simple as 1,2,3…

1. Sign Up for eFiNPLAN

2. Complete the online questionnaire

3. Implement

Generate and read the report

Implement your plan and accomplish goals

Use your advisors as needed

Update your plan when life changes

Financial Planning Choices

Private and Secure

We have a strict policy prohibiting access to your information which is kept private and secure with the latest technology. Names, account and social security numbers are not required in the eFinPLAN financial plan questionnaire. Payment and login systems are segregated from the financial planning system. Financial data is secured using multiple firewalls, high quality data center, no shared access and encrypted connections (Secure Socket Layer –SSL). We do not store credit card numbers. Click here for our full privacy and security policy.

eFinPLAN Corporate Solutions

eFinPLAN Corporate Solutions for Retirement Plans, Worksite Financial Wellness, Banks and Credit Unions, and Advisors or Websites can partner together to uniquely serve their account holders, members, employees and clients, please visit above links and contact us for more information.

“People don’t plan to fail, they fail to plan” Sign Up & Start Planning Today!