Plan For It Financial, LLC does not receive compensation for the recommendation or sale of any securities, insurance products or referrals. Actual fee where a range has been provided will be determined by the complexity of Client's financial situation and mutually agreed upon in advance of commencing the planning process.
We value your time and recognize sitting in traffic and taking time away from work or family is not the best use of it. For that reason, we do not meet with our clients in the traditional office setting. Instead, we engage with clients in secure, on-line environments utilizing the latest video conferencing and file sharing technology. We believe this allows for greater convenience, comfort, and scheduling flexibility. No matter your location - home, work, or even vacation - we can meet and start planning!