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How It Works

Plan & Act’s methodology is based on the highly successful Cambridge system, developed 30 years ago by Bert Whitehead (http://www.bertwhitehead.com), one of the nation's top financial advisors. The Cambridge system takes Nobel Prize winning Modern Portfolio Theory and applies it to the lives of middle income Americans.

The Cambridge system uses innovative tools and decision-making rules that are much different than the standard process taught in the Certified Financial Planning (CFP) training programs. The unique (and very comprehensive) methodology is practiced by 160 Certified Financial Planners® (CFPs) across the US, with thousands of clients in one-on-one, interactive relationships.

But thanks to the Plan & Act technology, what has previously been reserved for the wealthy is now available to all. Our system makes it not only easy and convenient, but also affordable for virtually anyone to benefit from the Cambridge principles of financial planning.

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