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.
Frequently Asked Questions
What is a CFP®?
What is a CFP®?
CFP® stands for CERTIFIED FINANCIAL PLANNER™. The certification is the gold standard of financial planning. All OpenPlan® clients work with dedicated CFP® professionals.
A CERTIFIED FINANCIAL PLANNER™ helps clients achieve their financial and personal goals. Our team takes a holistic approach with an emphasis on your entire financial picture—not just investments. Our goal is to create a path towards financial freedom, confidence, and peace of mind.
How is OpenPlan® different from robo-advisors?
How is OpenPlan® different from robo-advisors?
At their core, robo-advisors offer an investment product. It is easier than ever before for investors to access low-cost, globally-diversified managed portfolios.
OpenPlan® does not compete with robo-advisors, we complement them. True financial plans, like the ones we create for our clients, are about more than just investments. They consider things like risk planning and insurance, estate planning, taxes, real estate and debt, cash flow, and more.
What does a financial plan include?
What does a financial plan include?
A financial plan should cover all facets of your financial picture. From employee benefits and equity awards to 401(k)s to IRAs and brokerage accounts to insurance protections to tax and estate planning and beyond, this plan is specific to you and will give you clarity on how you can maximize the opportunities available to you and make the best decisions to achieve your goals. Having a strong plan is key to building your thriving future.
How does OpenPlan® charge for Financial Planning services?
How does OpenPlan® charge for Financial Planning services?
We charge a flat fee for our Financial Planning service. There is an upfront fee to build the comprehensive financial plan and an ongoing retainer to keep the plan moving forward, to update it as it evolves and be available for consultations whenever needed. There are never any minimums or long-term commitments. We don’t operate on commissions, meaning we sit on the same side of the table as our clients.
Can OpenPlan® help me find other resources?
Can OpenPlan® help me find other resources?
Yes. In fact, it is a key aspect of our ongoing support to ensure that you have the tools and the guidance that you need to execute your plan. Though we do not sell insurance or other products or collect any kind of commission or kick-back for making referrals, we do have extensive experience helping clients obtain products. Whether it is insurance, a will or trust, a mortgage, or anything else, your advisor will help you acquire what you need. Because we have your entire plan in mind, we can help you get the right product at the right price for your plan.
Are there cancellation fees?
Are there cancellation fees?
OpenPlan® has no long-term commitment and no cancellation fees.