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.
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.
At TomiPlan, we start with a simple but powerful belief: that financial planning should revolve around you. No products. No sales quotas. Just you and your unique goals. We exist to simplify your financial life, so you can focus on living it fully.
We understand that financial complexity often leads to uncertainty. That’s why we’re here—to connect the dots, reduce the noise, and give you clarity. By integrating all facets of your financial world, we create a seamless and proactive strategy that evolves with you.
True financial success means looking at the whole picture, not just your investments. We dive into the critical areas to completely cover potential blind spots. Want to see how? Check out Our Process.
You don't just get a plan; you get an entire team dedicated to keeping you on track. Your Certified Financial Planner drafts your high-level strategy, while highly trained Paraplanners follow-up on strategy implementation. All eyes continue to monitor your plan and ensure regular touch points to execute goals.
TomiPlan operates on a transparent, subscription model, meaning our advice is never influenced by advisor commissions, AUM, or product sales. Because of this, your satisfaction is our only incentive.
Traditional financial professionals operate in siloes, often unaligned in purpose. TomiPlan bridges the gap by acting as your financial Architect. With your permission, we actively communicate planning details to your existing specialists; CPA, estate attorney, insurance agent, wealth advisor, or anyone else. Striving for our client’s very own round table of professionals.
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