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What Is Plan & Act

When it comes to financial planning and money management, we think you’ll agree that our approach just makes sense. First, we help you create a comprehensive financial plan through our convenient and easy to use online planning tool. Then, we help to put that plan into action and actually help manage your investments and ensure that you stay on track.

So what makes us different? Well for starters, we are your independent and objective partner in this financial journey. We do NOT receive commission on any of the investment options that we recommend. As a “fee-only” advisor, we are paid by you for our services, and it’s our obligation (and responsibility) to always act in your best interest.

We’ll be there with you every step of the way, helping to refine your plan along the way. Think of us as your “financial coach,” there to motivate you and keep you on track. We’ll also work with you to set up an account for the ongoing money management, where you will also have full access to all information. You’ll find that transparency is also important to the process, and we make sure that you know what we’re doing on your behalf every step of the way.

If you’re ready to focus on your financial future, but need someone to help you along the way let Plan & Act lend a hand. With our comprehensive financial plan as our roadmap and objective money management services moving you forward, we think you’ll agree we’ll make great partners for the journey that lies ahead.

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