Finally…Affordable Income-Based Financial Advice.

FuturePlan Financial is a 501c3 organization that provides fee-based financial planning advice at a reduced cost for families at or below the median income. Our reduced fee-based services include:

Goal Setting
Budget Coaching
Debt Reduction
Education Funding
Retirement Planning
Estate Planning

Determine Your Goals.

Develop Your Plan.

Delight in Your Progress.

Your FuturePlan Financial Coach…

will be a fiduciary, legally obligated to act on your behalf. After sharing your needs, you will receive a step-by-step action plan that can lead to financial health and peace of mind. You will be encouraged as you pay off debt, set aside savings, and make the most of what you invest.

Our Guidance on Your Terms.

FuturePlan Financial will guide you for as long as you find it helpful. You won’t be sold securities, insurance, or annuities. You will receive sound advice in exchange for a monthly subscription fee, which is reduced by generous donations and low overhead.

We are governed by a diverse Board of Directors.

Dr. Michael Carey is the Executive Director and primary financial coach. Our fees are set on a sliding-scale basis.

What would your fee be?

Income Range	Fee Per Month
Up to $44,800	$40
$44,801-$67,200	$60
$67,201-$89,600	$80

Check the background of this firm on FINRA’s BrokerCheck.