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.
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