Our Company
We are a financial coaching firm that helps people realize financial success through education and planning that is based on the goals and aspirations of the individual rather than assets under management.
Our Mission
To connect people everywhere with compassionate professionals and smart tech solutions for affordable, unbiased, actionable financial coaching of the highest ethical standards.
Our People
TomiPlan was founded by academics and financial professionals on the premise that access to knowledge is power and the belief that financial freedom should accessible to everyone.
What you can expect
Affordable monthly plans and unbiased advice that's not bound to product sales.
Access to a robust client portal with all the tools you'll need for your journey.
A dynamic, comprehensive plan created by a Certified Financial Planner
Regular touch points with your planning team who will be with you every step of the way.
Ongoing financial coaching, educational content and webinars to keep you on your path.
Creative financial planning solutions for everyone
Our subscription model allows us to offer high quality financial advice to anyone regardless of their accounts under management. TomiPlan is not bound to the sale of financial products and is never paid on commission. For this reason we are free to offer holistic advice with no conflicts of interest.
Videos
Saving For a Goal
The Importance of Financial Goals
The Very High Cost of Waiting to Save for Retirement
Our Partner Program
Did you know that TomiPlan partners with professionals to help them offer best of class, comprehensive financial planning services to their clients as an extension of their practice? It's like having a CFP on staff without the overhead. Reach out to to schedule a demo today find out how TomiPlan can help your clients realize their financial goals and make you look like a superstar.