About FuturePlan Financial.

Executive Director and Financial Coach, Dr. Michael Carey

Dr. Michael Carey’s vast experience as a pastor and counselor have equipped him to help clients clarify goals, develop positive habits, and overcome obstacles to financial health.

Learning at early age to budget, save, and invest, he and his wife financed their children’s education and managed their own investments, even as they adapted to challenging personal setbacks. In preparation for becoming a financial coach, he undertook a year of intensive study and passed the Financial Industry Regulatory Authority (FINRA) Series 65 Exam. Michael’s unique journey has prepared him well to serve as a financial fiduciary.

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 (3 month minimum commitment).

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

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.