Welcome to Plan & Act Blog

Plan & Act | Awesome financial planning website


To Turn Dreams
Into Reality
Clarity is Power!  


When you talk about something, it's a dream.
When you envision it, it becomes exciting.
When you plan it, it becomes possible.
When you schedule & execute, it becomes real.



What makes us different from other Financial Advisors?

  1. Plan&Act is an online financial advisor positioned to help you achieve your goals of financial security and a sound retirement through the use of an industry-leading online financial planning tool and independent money management services. By leveraging sophisticated technology, Plan&Act can efficiently and cost-effectively deliver a comprehensive financial plan based on the proven financial planning principles. We are much less intrusive than face-to-face advisors and walk you through a comprehensive planning process at your convenience - all within the comfort of your own home.
  2. Another key difference that sets Plan&Act apart from other financial advisors is that the fees charged to you, the customer, for the financial plan, and money management are extremely competitive to what is being charged in the marketplace by other financial planners and advisors.
  3. Additionally, Plan&Act’s independence allows us to act as a fiduciary on your behalf, not only in the creation of the plan but in its execution when appointed as your money manager. Unlike brokers or other types of financial advisors, we are not forced to use a certain company’s financial products, which allows us the freedom to use the financial products that are in your best interest. It is also important to note that we are not affiliated with Scottrade, the custodian that we use. This means that we do NOT collect ANY COMMISSIONS on the investment products that we are recommending for our clients, and we absolutely do not receive any kickbacks or incentives of any kind. This means we are completely on YOUR side and only have YOUR interests at heart.

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