investment plans

Your Investment Plan On
Solid Ground
“Investment Plans services are a great option for the do-it-yourself investor who doesn’t want a full service advisor. The Fi360 tools are top-notch and backed by an asset allocation model developed by Morningstar customized to each investor. This service is sure to get your investment plan on solid ground.”


Custom Tailored & Low Cost
“For investors smart enough to realize they need professional investment advice and help yet don't know where to turn, the Investment Plan services are a good place to start.  You still retain all control of your investments and must manage them properly and consistently, but rather than buying a book investors get a custom tailored low cost and highly diversified investment plan.  It's a good system for self-directed investors willing to put in the work to be successful.”


Dana Anspach, CFP®, RMA℠
Sensible Money
You Really Can't Pass This Up
“Are you sick and tired of financial advisors selling you investment products that aren't in your best interests, but at the same time you're frustrated with doing it yourself and want a roadmap to investment success? Then investmentplan.com is your answer. For less than $1 a day, you really can't pass this up.”

Setu Mazumdar, MD, CFP®



Your Investment Plan On
Solid Ground
“Investment Plans services are a great option for the do-it-yourself investor who doesn’t want a full service advisor. The Fi360 tools are top-notch and backed by an asset allocation model developed by Morningstar customized to each investor. This service is sure to get your investment plan on solid ground.”