The Global Democratization of Human-Led Advice

Regardless of background, income level, or geographic location, everyone deserves the opportunity to achieve financial literacy so as to make informed decisions about their future. To this end, we provide comprehensive Scenario-Driven Financial Literacy Software, empowering individuals to understand and manage their financial situations. By equipping people with knowledge and confidence, we ensure that they are more prepared to assess their own complex financial matters.

We believe Financial advisors must continue to set the standard for good financial advice, so we utilize their professional expertise in the design of all experiences on our platform.  Indeed, the technology behind StartingOutPlan is also used by Professional Financial Advisors to build Financial Plans for their clients. Our goal is to lead those in need to those that that have the knowledge to give good professional advice that truly helps.

Based in Richmond, VA, we are a service company, fueled by our proprietary technology, determined to revolutionize how and to whom planning (advice) is delivered.
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Scenario-Driven:
Unlike calculators, our approach offers personalized insights based on individual data, not just demographic averages or stock cases. This ensures that every user sees how different financial decisions interconnect and impact their overall Personal Financial Scenario and Goals.

Self-Guided:
Our platform gives users the power to take control of their financial future. By inputting their own information, users gain a deeper understanding and ownership of their financial situation. This not only fosters financial literacy but also ensures that the data gathered is ready for professional advice if needed, making that guidance more effective.

Direct to Consumer: 
​We bridge the gap for the large percentage of individuals who are not served by traditional financial advisors. This includes a whole generation that is often overlooked. By delivering our services directly to consumers, we make financial planning accessible and relevant to everyone.

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