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.