PlanNow

Through PlanNow, young professionals have access to our low-cost model ETF portfolios, a client portal, collaborative financial planning software, and most importantly, access to an experienced professional.

PlanNow clients pay a discounted flat monthly subscription fee for all of the planning, advice, and investment management services. There are no minimum asset requirements.

Financial planning for millennials and young professionals. Employee benefits (RSUs, ISOs, ESPPs) 

“Financial planning is a very personal, emotional, and sensitive topic. I don’t think the quality of the experience should be sacrificed because a client is in the early stages of their career. PlanNow provides a platform for us to serve emerging professionals who are searching for experienced and personal guidance, but may lack the assets to be attractive to traditional wealth managers.”

Paul Saad
Collabria Capital

PlanNow is a service offered to young professionals and/or individuals with less complex requirements.

 

Financial planning for millennials and young professionals. Employee benefits (RSUs, ISOs, ESPPs)