How Our Free Services Work
1. Complete the MATCH QUIZ.
Get ready to crunch those numbers! Complete the MATCH QUIZ. The quiz consists of a series of questions around your needs and the way you would like to do business.
2. Review your pre-screened financial planners.
After completion of the MATCH QUIZ, we will review your answers and send you a list of qualified financial planners. FYI only one of our members will review your answers and your information will NOT be shared by us to anyone.
3. YOU set the appointment if you want to.
Step it up! Now it is your choice if you would like to make an appointment with one of the financial planners. This means no cold calling or funny business. YOU decide on the appointment. Just remember to reference Financial Planner Buddy.
Alternatively, request us to match you with a qualified financial planner. Give consent to share only your contact information with a financial planner of our choice when completing the MATCH QUIZ.