TomiPlan

Did you know that TomiPlan partners with professionals to help them offer best of class, comprehensive financial planning services to their clients as an extension of their practice? It's like having a CFP on staff without the overhead.

Some of the benefits of partnering with TomiPlan include:

- Enhanced client relationships.
- Exclusive access to our partner portal.
- Partner rewards for referred business.
- More touch points with clients for increased relevancy
- Access to your clients' planning portals for coordination.
- Time savings - TomiPlan does all of your data aggregation.
- Educational events and webinars.
- Become part of our partner network for client referrals.

What kinds of professionals do we work with?

- CPAs
- Estate Attorneys
- Insurance Agents
- Investment Advisors
- Mortgage Professionals
- Life/Financial Coaches
- Employers interested in enhancing their benefits packages

Any other professional who would benefit from our services.

Reach out to [email protected] to schedule a demo today find out how TomiPlan can help your clients realize their financial goals and make you look like a superstar 🌟

A TomiPlan subscription is an investment in your financial education. It’s important to us that you have a good understanding of your planning recommendations.

As a TomiPlan client you’ll receive an annual planning calendar to help you implement the recommendations with regular accountability touch-points with your team throughout the year.

In addition to the one-on-one meetings, you’ll also receive access to our educational content, events and webinars.

To get started, send us a message or schedule a demo at the link in our bio.

TomiPlan utilizes smart tech solutions to illustrate the art of financial planning. As a TomiPlan client you’ll have access to a robust client portal that allows you to see how all the pieces work together as part of the big picture.

You can link your accounts for tracking and budgeting, review the goals and recommendations established with your team. You can also see how changes to the plan will impact your probability of success in the Play Zone.

For even more coordination you can even authorize third party access of your plan to your external financial professionals so that they can stay in alignment with your goals.

To get started, send us a message or schedule a demo at the link in our bio.

Why is it important to work with a Certified Financial Planner?

1. CFPs are held to a fiduciary standard which means they are required to only give advice that’s in the client’s interest.

2. CFPs are trained across a wide breadth of financial specialties meaning that they can give truly comprehensive advice.

3. CFPs go through a rigorous educational program and must pass a standardized test to receive the designation.

4. CFPs are governed by a code of ethics and standards maintained by the CFP board which can relinquish the designation if there are complaints.

5. CFPs must keep up with continuing education to maintain their designation.

To get started, schedule a demo with our Client Success Team at the link in our bio today.

At TomiPlan, you’ll work with a Certified Financial Planner and their team of specialists to ensure that nothing is missed and to help you keep things moving along. They’ll help you update your plan in response to life changes throughout the year and will coordinate the implementation of your plan with your other professionals as necessary. They’ll be your accountability partners every step of the way.

To get started, schedule a demo with our Client Success Team at the link in our bio today.

Our subscription model allows us to offer high quality financial advice to anyone regardless of their accounts under management. TomiPlan is not bound to the sale of financial products and is never paid on commission. For this reason we are free to offer holistic advice with no conflicts of interest.

TomiPlan goes the extra mile by helping you coordinate your plan with all of you financial professionals ensuring that everyone you work with is aligned with your goals.

To get started, schedule a demo with our Client Success Team at the link in our bio today.

You’ll work closely with your TomiPlan team to establish a comprehensive plan that’s customized to your lifestyle and unique goals.

What do you want to accomplish with your money? We’ll do the research, crunch the numbers and show you the different ways you might get there. We’ll help you understand the risks associated with the various options, help you find creative solutions and be your accountability partner when you’re ready to implement.

To get started, schedule a demo with our Client Success Team at the link in our bio today.

To get started, send us a message at [email protected] or schedule a demo with our Client Success Team at the link in our bio.

TomiPlan is a subscription-based financial coaching firm. Tomi helps clients realize financial success through education and by creating a comprehensive financial plan that is based on the long and short-term goals of the client rather than assets under management.

Our affordable monthly subscription plans are determined by the complexity of your financial situation and ultimate planning needs which are based on net worth and annual income, among other things. Send us a message or use the link in our bio to schedule a demo for your customized quote and to see how we can help.