Plan & Act Financial Planning

We are in the business of financial independence and peace of mind (FIPOM). We believe that we are going to change the financial services industry the way Henry Ford changed the transportation industry. We offer financial coaching and investment management services, in addition to interactive financial planning. One of our principal founders was recognized by Business Week Magazine in 2009 as the most experienced independent financial advisor in the country. After 12 years and investment of more than we are here to get you started on the road to FIPOM. What if we told you that you could get all the strategies of building wealth and converting it into lifetime inflation adjusted income, the science of Modern Portfolio Theory and Factor Based Investing, and the psychology of the wealthy, through individual and group coaching? Are you ready to take our 21st century Model T for a test drive? To learn more, and to sign up for our free assessment, visit us at