We are a financial coaching firm that helps people realize financial success through education and planning that is based on the goals and aspirations of the individual rather than assets under management.
To connect people everywhere with compassionate professionals and smart tech solutions for affordable, unbiased, actionable financial coaching of the highest ethical standards.
TomiPlan was founded by academics and financial professionals on the premise that access to knowledge is power and the belief that financial freedom should be accessible to everyone.
Affordable monthly plans and unbiased advice that's not bound to product sales.
Access to a robust client portal with all the tools you'll need for your journey.
A dynamic, comprehensive plan created by a Certified Financial Planner
Regular touch points with your planning team who will be with you every step of the way.
Ongoing financial coaching, educational content and webinars to keep you on your path.
Our subscription model allows us to offer high quality financial advice to anyone regardless of their accounts under management. TomiPlan is not bound to the sale of financial products and is never paid on commission. For this reason we are free to offer holistic advice with no conflicts of interest.
Saving For a Goal
The Importance of Financial Goals
The Very High Cost of Waiting to Save for Retirement
TomiPlan provides non-securities financial planning services only. TomiPlan is not registered with the SEC, FINRA, or any state securities authority and does not provide investment advice. TomiPlan is under common ownership with MHL Investments, Aegis Wealth Group (Everspire), and E6 Portfolios. Some Everspire advisors receive flat-fee compensation from TomiPlan for their contributions to the planning process.
