Plan

Whatever your goals, we’ll help you get there

Planning That Covers It All

Spend more time doing the things you love, not toiling over your finances. CFG Plan gives you unlimited access to one of our Certified Financial Planners^™ who will guide you through every aspect of your finances. Looking at the big picture can feel chaotic, that’s where we come in. We’ll provide the guidance needed to align your finances with your goals. This is truly effortless financial planning.

Why CFG Plan?

We’ve combined all the best features into one solution:

Certified Financial Planner^™

Your very own Certified Financial Planner^™ will work to help you clarify your goals in life, organize your financial life, and create a clear plan to help you achieve those goals, both now and well into the future.

Effortless Client Experience

The entire client experience with CFG is designed to make powerful financial planning effortless for those motivated and successful young professionals who lack the time to tackle their finances themselves.

Objective Ongoing Advice

Up-front, transparent pricing and a monthly subscription model for ongoing advice help eliminate conflicts of interest to ensure that objective advice is always at the center.

Young Professional Focus

Our team of Certified Financial Planners^™ is focused and passionate about helping young professionals tackle their financial challenges, because they are wrestling with many of the same hurdles as you.

Ongoing Advice

With CFG Plan we look forward to not just planning up-front, but planning ongoing. Your life changes and we recognize the importance of meeting throughout the year to ensure that you are continuing to progress towards your goals, as well as being there to help when life changes.