TomiPlan is a subscription-based financial coaching firm. Tomi helps clients realize financial success through education and by creating a comprehensive financial plan that is based on the long and short-term goals of the client rather than assets under management.

Why do clients love TomiPlan?

- Tomi gives impartial financial advice that is not bound to product sales. 
- We leverage tech solutions while maintaining the human connection.
- Clients receive recommendations directly from a Certified Financial Planner.
- Tomi coordinates client's plan with their other financial professionals so they don't have to. 

TomiPlan partners with professionals who wish to offer best of class, comprehensive financial planning services to their clients as an extension of their practice.  We coordinate the client's plan with their financial professionals to ensure all parties are aligned with the client's goals. Contact us today to see how Tomi can compliment your business.

TomiPlan

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