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.
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. (will link to our process page)
High-net-worth strategies shouldn't come with high-net-worth commissions or agendas. TomiPlan operates on a transparent, subscription-based model, meaning our advice is never influenced by planner commissions or product sales. Because of this, your satisfaction is our only incentive.
You don't just get a plan; you get an entire team of specialists dedicated to keeping you on track. Your Certified Financial Planner drafts your high-level strategy, while highly trained Specialists implement strategy design. All eyes continue to monitor your plan and ensure regular touch points to execute goals. (CFP links to Our people)
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, or anyone else. Striving for our client’s very own round table of professionals.
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.
