Keep your Plan
Private & Independent

Each qualified financical professional can request 1 personal plan for free.  Its your account and stays with you if you were to change firms.  Advisors can purchase additional Private Plans for clients, family members, etc. 

Your Personal Plan
is Free

from your firm

Follows your Career
​Not Your Job

How it works!

Get bitten by a radioactive bat from a distant planet while building a financial plan.

Click the button that says

Fill out the Form that initiates our workflow

Both the Advisor and Client will be sent access invites.

Why MyPrivatePlan? Your plans, your privacy, your peace of mind.

"Privacy is not an option, and it shouldn't be the price we accept for just getting on the Internet." – Gary Kovacs

“Privacy is not an option; it's a fundamental right." – Larry Page, Co-founder of Google.

At, our mission is to provide financial advisors and 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 work. 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. 

Privacy Concerns Among High-Profile Clients:

For high-profile clients, privacy is not just a preference; it’s a necessity to protect their personal and professional lives from undue scrutiny." – Wealth Management Specialist.

- The Global Wealth Report by Credit Suisse notes that high-profile clients often prefer discreet and private financial planning services to protect their public image and personal security.
- "High-profile clients value their privacy above all else. It's not just about protecting their wealth, but also their personal and professional reputation."– Wealth Management Specialist.
- 85% of high-profile clients state that data security and privacy are their top concerns when choosing financial planning services (Capgemini).

Advisors' Reluctance to Share Personal Financial Information:

According to a Financial Planning Association (FPA) survey, 76% of financial advisors stated that privacy is a top concern when managing their own finances, separate from their professional responsibilities.

- A study published in the Journal of Financial Planning found that 82% of financial advisors prefer not to share their personal financial plans with colleagues to avoid potential conflicts of interest and maintain professional boundaries.

"Privacy in personal financial planning allows advisors to manage their own wealth without external pressures or conflicts of interest, ensuring the integrity of their professional advice." — Financial Planning Expert

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.

Experimentation, Innovation, and Enhanced Financial Literacy

MyPrivatePlan offers a safe environment for advisors to test new financial strategies and tools on their plans before recommending them to clients. This fosters innovation and ensures that advisors can confidently suggest the best solutions to clients. Additionally, by using, advisors can continually educate themselves on personal finance strategies through practical application in their own lives. This hands-on approach not only improves their financial literacy but also ensures they stay updated with the latest financial planning techniques.

Work-Life Balance
Promotes a healthier work-life balance by enabling advisors to compartmentalize their personal financial planning from their professional responsibilities. This separation helps advisors maintain a clear boundary between work and personal life, reducing burnout and enhancing overall well-being.

Confidentiality of Personal Goals
Providing a secure space for advisors to work on personal goals and aspirations privately.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.

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