LOGIN TO YOUR ACCOUNT

Enter your email address and password
OR

CREATE NEW ACCOUNT

BRONZE
free
Financial Assessment,
Tools & Tips
SILVER
$ 299
per year
Interactive Financial
Planning
GOLD
$ 995
per year
Financial Coaching,
Building Emergency Fund
PLATINUM
$ 1,700
per year
Financial Coaching,
Limited Investment Advisory
DIAMOND
$ 1,700 + AUM
estimate per year
Advanced Wealth
Building Strategies
WEALTH MASTERY
$ 12,000 -$ 36,000
per year
Retirement Income
Projection
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.