Our mission is to provide financial advisors and their high-profile clients with a secure, confidential platform for their financial planning needs. Financial advisors deserve the same level of privacy and security they provide to their clients. MyPrivatePlan is designed to offer advisors a secure, unlinked environment to create comprehensive financial plans for themselves (or high profile clients), entirely separate from their professional network, accessible by other members of their firm. This empowers advisors to protect their sensitive information, utilize powerful scenario-based modeling for their own lives, and maintain a personal plan regardless of where they go professionally. Our commitment to privacy ensures that personal financial plans remain private and protected from unauthorized access within the firm, enabling advisors to focus on their own financial goals. 

Confidentiality of Personal Goals
Our platform provides a secure space for advisors to work on personal goals and aspirations that they may not want to share with colleagues or clients. This ensures that their personal financial strategies remain confidential and protected.

Future Career Mobility
Our platform ensures that advisors maintain control over their financial plans even if they change firms or careers, providing continuity and stability in their personal financial planning.
​