TomiPlan
Let’s talk

Financial planning, reimagined

Your life.
Your goals.
A clearer path.

Expert planning. The team you choose. Technology that connects it all. A financial planning experience built around you.

Find your way forward For professionals
CFP® professionals. No product sales. Your choice.
A sunlit mountain path overlooking a wide alpine horizon
A little perspective changes everything.
The TomiPlan differenceYour whole life.
One connected plan.
Your prioritiesYour people
01

Planning comes first.Our planners cannot sell financial products.

02

Fair pricing by design.Carefully measured cost. Reasonable profit.

03

Value you can see.A three-month unconditional guarantee.

A different kind of planning

Built around your life.
Free from the sales pitch.

Great planning starts with understanding what matters to you. We organize the big picture, explore your options, and help your chosen professionals work together.

A structural commitment
to impartial planning.

TomiPlan CFP® professionals are strictly prohibited from selling financial instruments or insurance, and from receiving compensation or benefits for implementation referrals.

How we protect your choice

The right expertise.
Already on your side.

You and your professional affiliate choose your implementation team. We bring the planning information, priorities, and follow-through together—with your permission.

Meet the connected approach

A living plan.
For a changing life.

Your goals evolve. Your plan should, too. Ongoing planning support and connected technology help you understand where you stand and what comes next.

See how it works

One comprehensive start. An ongoing shared picture.

Less repetition.
More progress.

Telling your financial story over and over is exhausting. TomiPlan gathers the big picture and keeps your chosen team informed, so conversations can focus on improving your situation.

01 / Understand

Comprehensive fact-finding.

We bring together goals, family circumstances, finances, and key documents. Your team starts with a common foundation instead of repeatedly gathering the same background.

02 / Keep current

A picture that grows with you.

Fact-finding is an ongoing process. We maintain the planning information and update it as new information arrives and the client’s circumstances and priorities change.

03 / Share & coordinate

The right context. The chosen team.

With the client’s authorization, we send relevant information and updates to their selected professionals—helping each person prepare, coordinate, and focus on their expertise.

Each professional remains responsible for any verification or additional fact-finding required for their own services.

See what this means for your professionals

Your life has many moving parts

You choose the team.
We connect the dots.

Your CPA, financial advisor, estate attorney, and insurance professional each see a different part of your life. TomiPlan helps everyone work from a shared picture.

Keep the professionals you trust. Choose new ones when you need them. The decisions stay with you.

See your team in action
You & your goalsYour choice. Your direction.
TomiPlanPlanning & coordination
Your CPATax expertise
Your advisorInvestment advice
Your attorneyLegal expertise
Your insurance proCoverage & placement

Client-authorized collaboration. Each professional stays in their area of expertise.

Find your place in the picture

Three ways forward.
One connected vision.

For individuals & families

Make room for
what matters.

Explore your risk score, put your financial life in order, and move toward the goals that are yours.

Explore personal planning For professional affiliates

Bring more
to the relationship.

For CPAs, RIAs and broker-dealers, estate attorneys, and insurance professionals.

Become a Professional Affiliate For institutional affiliates

Great planning.
Greater reach.

Bring a coordinated planning experience to your organization’s professionals and the people they serve.

Become an Institutional Affiliate

Value is part of the plan

Thoughtful planning.
Thoughtful pricing.

We carefully track the cost of delivering our service and add a reasonable profit margin. That’s the foundation of our pricing.

Professional skill, leading technology, and an efficient planning process work together to make quality planning more accessible.

Cost to serve+Reasonable profit=Your price

Your written proposal sets out your scope, setup fee, and ongoing subscription. Separate implementation services may carry their own fees.

Talk with us about your needs
Our unconditional guarantee
3months

See the value.
Or you don’t pay.

You should be able to recognize the difference TomiPlan makes. If you don’t see clear value in your first three months, you don’t pay.

Powerful technology. Personal perspective.

A clearer window
into your financial life.

Organization, professional judgment, and connected tools give you an ongoing place to understand your goals and progress—whenever you want to check in.

Financial planning

MoneyGuide Elite

Explore goals, planning scenarios, and the tradeoffs behind your decisions.

Estate planning visualization

MoneyGuide Wealth Studios

Understand potential wealth transfers and legacy scenarios to discuss with your attorney.

Tax strategy modeling

Holistiplan

Bring tax scenarios and planning observations into the conversation with your CPA.

Data aggregation

Yodlee · Plaid · Orion

Bring supported financial account information into a more connected picture.

And a little TomiPlan ingenuity.

Our proprietary AI and strategy tools support organization and planning analysis, with professional review and context.

Tools support the planning process. Tax, legal, insurance, and investment advice comes from your appropriately licensed professionals. Connected data depends on provider availability and refresh timing; projections are estimates, not guaranteed results. Ongoing access depends on your subscription and provider terms.

The next chapter starts with a conversation

Let’s put your life
in perspective.

Tell us what matters to you. We’ll talk through how TomiPlan can help.

Start a conversation 801-216-4170support@tomiplan.com