Free analysis of your financial position and issues you may need to address. Find out how much you can save through smarter tax and investment management. Yours for free. Standard cost may reach Hundreds of Dollars.

In-depth analysis of your financial position, including specific financial targets. Accumulate wealth over time through efficient tax and investment management. Yours for $195. Standard cost may reach Thousands of Dollars.

In-depth analysis of your financial position, including specific financial targets. Accumulate wealth over time through efficient tax and investment management. Yours for $99. Standard cost may reach Thousands of Dollars.

 

Schedule a private call with your own financial advisor. Walk through your financial plan, and get further advice for implementation. Pay the lowest cost available for top expert advice.

‘Fiduciary’ means the advice you get from us has only one set of priorities and benefits: your own. Financial planning based on our service is guaranteed to be free of any hidden commercial and third party incentives: we do not sell you financial products or packages, nor do we receive commissions from any financial-services company or organization. All our advisors are bound by that professional oath, like your attorney would be, for example.

We are confident that you will be completely satisfied with the exceptional value that our services provide. Nevertheless, if for any reason you are not satisfied, all of our services carry a full money-back, no questions asked guarantee.

This term refers to the method of compensation for the financial planner. "Fee-only" planners are compensated solely by fees paid by their clients and do not accept commissions or compensation from any other source. "Fee-only" planners believe there is a significant "conflict of interest" if an advisor stands to gain financially from the purchase of any product he or she recommends to the client.

This service is registered with the Securities and Exchange Commission (SEC) under our formal name FinancialAdvice4Me LLC. You can find us on the SEC website at: www.adviserinfo.sec.gov. As RIA's our business is regulated. All companies registered as Investment Advisors with the SEC receive fees - not commissions.

A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is required to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.

Our services
Free Financial Assessment
Objective Financial
Plan & Investment Advice
Consult an Expert
PFA introduction video
Live chat
Napfa

How It Works

People's Financial Advisor uses cutting-edge artificial intelligence technology to dramatically reduce the time and costs involved in interviewing and report production, enabling us to offer you the best financial advice fast, and at a very affordable price.

Our friendly and efficient system lets us get to know you, your personal financial situation, needs and goals - as if you were sitting across the desk from one of our personal financial advisors.

People's Financial Advisor produces fast, actionable results - making your financial planning process quick, practical and convenient.

This is all you have to do to get started:

1.    Select a service from our portfolio of service offerings
New clients may select one of the following:

  • Free Financial Assessment
  • Financial Plan

Regardless of the service you choose, a user-friendly chat takes you through a short interview process, as if you were sitting with one of our financial advisors. The interview is conducted at your convenience - anytime, anywhere.

2.    Free Financial Assessment - once the interview is complete, a single click of the mouse generates an instant snapshot of your current financial position. You have the choice to continue the process in order to receive a full analysis of your financial behavior and a comprehensive financial plan.

3.    Financial Plan - At the end of the financial plan interview you automatically receive a delivery date for your financial check-up report.

4.    As soon as you complete your interview, People's Financial Advisor receives all your information as collected by the interviewing system.

5.    People's Financial Advisor prepares your written financial plan which is sent to you via the web.

6.    Consult an Expert - Clients who have received their financial plan may want to consult with their personal advisor to discuss the written advice they received. Our "Consult an Expert" service enables clients to schedule a phone call in order to walk through the report and/or evaluate alternative courses of actions.

Go to free assessment