Free
Free - $50.00
A completely private financial plan, independent from your firm or any other affiliation.
Free - $50.00
Planning Software for Advisors to serve those in need, donated one plan at a time.
$50.00
MyDIYplan is our direct-to-consumer platform, designed for clients who want a smaller, streamlined planning experience. Advisors can direct clients here, whether or not they choose to provide advice, and each client maintains full ownership of their account. Advisors can sponsor access to MyDIYplan, and PlanTechPremium users receive up to 10 sponsorships per year at no extra cost. It’s a flexible way to extend technology-driven planning to individuals who might not otherwise be served, while keeping the experience simple and accessible.
