How Our 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.
3. YOU set the appointment if you want to.
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.
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.
‘‘WE ABSOLUTELY HATE BEING COLD CALLED’’
Like everyone else we are tired of being called 10 + times a day by someone who is trying to sell insurance. It is giving the true Certified Financial Planners a bad rap.
Take back control. By finding the Financial Planner for you and giving you the opportunity to call him or her directly yourself. You can avoid all the product pushers and only work with a Financial Planner who actually wants the best for you.
How do you know who you can trust? If you are looking for a Certified Financial Planner, your options are endless. But again, how do you know the Financial Planner has your best interests at heart. By completing the MATCH QUIZ we know we are giving you the name of a TRUSTED CERTIFIED FINANCIAL PLANNER (CFP®)
Alternatively you can request that a Certified Financial Planner contact you. By completing the MATCH QUIZ, and selecting to be contacted directly by a Certified Financial Planner.