Financial Wellness. Simplified.

Straightforward advice for planning the future while living for now

Advice for the SelfMade

Get a strategy for your money so you can focus on making it

Advice for Paycheckin

Get the tools to take control of your financial future

Have Money After Monthly Expenses?

Develop a plan for your hard-earned money

 Get Financially Healthy Faster!

Same-Day Availability

With same-day appointments, you can get Financial Advice from a CFP® Professional TODAY!

2-Day Financial Plans

After completing your Profile, you’ll receive your Financial Plan in 2 days so you can quickly get your money back on track.

 Monthly Check-Ins

Every month, you’ll meet with your CFP® Professional to ensure your Plan and your money are always working for you.

Real-World Advice. Zero Judgement. Expert Guidance

Your money is as unique as you are. So why are you using a one-size fits all budgeting technique from a “Personal Finance Guru”?

At Fisecal, we pair you with a dedicated CFP® Professional who’ll provide you with individualized advice, a safe space to talk about your money, and a realistic plan to accomplish your financial goals.

You work hard for your money; isn’t it time it does the same for you? 

After 3 months, our Clients

Found

$205/mo

from budgeting

Paid off

$3,476

Credit Card/Student Loan Debt

Saved

$287/mo

more toward goals

Achieved

100%

on-time payments

Quick and Easy Financial Transformation

We’ve streamlined the financial planning process so you get maximum results with minimal effort. Working together with your dedicated CFP® Professional, you’ll:

Understand

Chat about where you currently are financially and the reasons why

Set Goals

Tell us your financial short- and long-term goals, or we’ll help you set some 

Plan

Craft a personalized financial plan to achieve your goals and take control of your money

Get started today by booking a free 30-minute Meet and Greet session. During the session, you’ll meet your dedicated CFP® Professional, answer a few simple questions, and get financial advice to help you start taking control of your finances ASAP.

Retain a CFP® Professional for only $50/month

At less than 1⁄3 the average cost of a Financial Plan*, we’re proud to offer expert guidance at a price we ourselves would pay. 

Includes:

  • Dedicated CFP® Professional
  • Meet and Greet Session
  • Fiscal Chat
  • Financial Plan Review Meeting
  • Monthly Check-Ins
  • Continuous Support Between Your Check-Ins
  • Monthly Spend Analysis ($10/month after first month)

*1 year of service costs $600 versus $2,000 for the average Financial Plan.
No commitment required, cancel anytime.

Your dedicated CFP® Professional can help with

Budgeting

Whether you’re a budgeting newbie or an all-star, everyone could use an objective review of their spending habits. We’ll work with you to find the optimal budget to live comfortably now and in the future, while still accomplishing your goals.

Goal Setting and Planning

Whether you’re planning for your wedding, purchasing your first home, or quit your job and travel, we’ll help you get there. Working together with your dedicated CFP® Professional, you’ll define and set realistic financial goals, as well as develop a strategy to achieve them.

Saving

Knowing how much to save every month to reach your goals isn’t easy or precise. So we use Monte Carlo Simulations, a system that will tell you what you need to save today in order to achieve your goals tomorrow, to get us close. After running thousands of simulations, we’ll provide an amount to reach your savings goal(s) in over 70% of the simulated portfolios.

Debt Repayment

Figuring out how to become debt-free can be overwhelming. We’ll review your goals and budget to develop a strategic plan to pay off your credit cards, student loans, personal loans, or any other debt you have.

Retirement Planning

401(k), SEP, IRA…its a jungle out there. Don’t worry! We’ll explain your options and help you find the perfect retirement plan. And with Monte Carlo Simulations, you’ll know how much you should be saving for retirement.

Financial Education

We don’t want to just help you with your finances, we want to teach you how to manage them. Every time you meet with your dedicated CFP® Professional, they’ll teach you the best ways to put your money to work, now and in the future.

We’re Dedicated To Your Financial Success

Flexibility

We’ll adjust our Pricing and Scheduling to fit your lifestyle so you have the resources to become financially successful.

Fiduciary Standard

Your best interest is our best interest.

Holistic Advising

Continuous planning for every chapter of your life, even the unexpected ones.

Super Simple Pricing

Salaried CFP® Professionals and fee-based planning means no hard sells or extra charges.

The material contained on this website is for informational purposes only and Fisecal is not soliciting any action based upon such material. Fisecal does not represent that any material provided on the website is accurate or complete and should not be relied on as such.  Reference on the website to any products, services, or links to third parties or other information does not necessarily constitute or imply endorsement, sponsorship or recommendation. Fisecal gives no warranty, express or implied, as to the accuracy, reliability, utility or completeness of any information contained in any electronic document.

Home     |     Meet and Greet     |     About     |     FAQ     |     Contact Us     |     Careers     |     Privacy Policy     |     Sharing Privacy Policy

The material contained on this website is for informational purposes only and Fisecal is not soliciting any action based upon such material. Fisecal does not represent that any material provided on the website is accurate or complete and should not be relied on as such.  Reference on the website to any products, services, or links to third parties or other information does not necessarily constitute or imply endorsement, sponsorship or recommendation. Fisecal gives no warranty, express or implied, as to the accuracy, reliability, utility or completeness of any information contained in any electronic document.

Home     |     Meet and Greet     |     About     |     FAQ     |     Contact Us     |     Careers     |     Privacy Policy     |     Sharing Privacy Policy

The material contained on this website is for informational purposes only and Fisecal is not soliciting any action based upon such material. Fisecal does not represent that any material provided on the website is accurate or complete and should not be relied on as such.  Reference on the website to any products, services, or links to third parties or other information does not necessarily constitute or imply endorsement, sponsorship or recommendation. Fisecal gives no warranty, express or implied, as to the accuracy, reliability, utility or completeness of any information contained in any electronic document.