After completing our contact form, you’ll be directed to a page where you can schedule a free, no-obligation introductory call with a CFP® advisor. This conversation gives you the opportunity to start building rapport with your advisor, explore what an ongoing relationship would feel like, and learn more details about OpenPlan®. If you’re interested in moving forward, we’ll schedule a follow up Planning Meeting so we can see the full picture of your unique circumstances, goals, and values.
Create Your Thriving Future with OpenPlan® Financial Planning
Financial Confidence Starts with a Dynamic Plan
Build a comprehensive and personalized financial plan that reflects your unique goals, values, and life circumstances and evolves with you throughout life’s inevitable changes.
Partner with a CFP® Advisor
With OpenPlan®, you partner with a CFP® advisor to help you make the best decisions about everything affecting your financial future, providing you with peace of mind as you navigate life transitions and empowering you to pursue the things you truly care about.
Receive Disciplined Investment Guidance
OpenPlan® advisors develop a unique financial plan for each client to help you maximize the probability of achieving your long-term goals—while living the life you want in the meantime. Our approach uses evidence-based research to take the guesswork out of portfolio construction and optimization.
Access Trustworthy Advice, Without Being Sold Products
By taking commissions out of the equation, you get honest, conflict-free advice. No over-hyped investments and no hidden agendas. Our only goal is helping you thrive.
Fixed Fees with No Minimum Net Worth
OpenPlan® Financial Planning provides a fixed-fee financial planning service with no minimum net worth requirement. We don’t operate on commissions or sell products, meaning we sit on the same side of the table as our clients, no matter what assets they are bringing to it.
How to Start Your Financial Plan
OpenPlan® is not like other advisory services. Here, you’re a client, not a formula. You are engaged with a credentialed financial advisor who takes the time to understand your unique goals and challenges, and works with you to develop and evolve your dynamic plan over time. Here’s what it looks like:
Review and Discuss Your Plan
Review and Discuss Your Plan
Based on these conversations, we’ll develop a dynamic financial plan tailored to your needs and goals.
Ongoing Support
Ongoing Support
After the plan is finalized and reviewed with you, we will meet on a recurring basis or whenever you need a consultation should your situation change.
Connect with an Advisor to Get Started
Our experienced advisors are ready to help you establish a financial plan for your thriving future. After sharing your contact information, you can schedule a free, no-obligation introductory call.