Log In To Your Account


Enter your email address and password.
Don't have an account yet?  Get Started
To Turn Dreams Into Reality Clarity is Power!
Continue achieving Financial Independence & Peace of Mind (FIPOM) using our interactive financial planning technology.
Enter the email address associated with your account, then click Continue. We’ll email you a link to a page you can easily create a new password.
Has your email address changed? If you no longer use the email address associated with your Plan & Act account, you may contact our  support servicefor help restoring access to your account.
If the email address you entered is associated with a customer account in our records, you will receive an email from us with instructions for resetting your password. If you don’t receive this email, please check your junk mail folder or visit our Help page to contact our support service for further assistance.
  • Use at least 6 characters, a combination of numbers and letters is best.
  • Do not use the same password you have used with us previously.
  • Do not use dictionary words, your email address, or other personal information that can be easily obtained.
©2024 Plan & Act