TomiPlan was founded by financial professionals in response to client demand to address a critical need for coordinated financial planning services. Traditionally, financial professionals work in specialized, but compartmentalized parts of the industry and typically use the term financial planning only in the way that serves their specialty. This siloed approach to financial planning results in inefficiencies, conflicts of interest, redundancy and incomplete advice that doesn’t take the client’s entire financial picture into account. TomiPlan addresses these issues by providing our clients holistic financial planning services by a licensed CFP® professional that is then coordinated with a team of financial professionals of the clients choosing. In this way, our clients get the best possible financial advice from professionals working from a single, comprehensive plan.