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.

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Online Financial Assessment

What you get:

  • Cost-free, risk-free analysis of your current financial state
  • Personal financial advice from the most qualified and certified US financial advice specialists
  • Advice on how you may save $$ hundreds or thousands of Dollars and more, depending on your assets
  • Fast turn-around service for free

Click here to view a sample of Free Online Financial Assessment (PDF)

Go to free assessment

How it works: Using a friendly, chat-based interview, you are asked to estimate basic components of your personal financial situation. Here's an example of some questions from the interview:

  • What is your estimated annual income?
  • What is the estimated market value of non-financial assets?
  • What is your estimated debt?
  • What are your estimated monthly living expenses?

You set the pace of the interview and, if necessary, can stop and continue at a later time. Feel free to adjust your estimates and generate updated results as often as you like.

Based on the data collected during the interview, People's Financial Advisor automatically calculates your financial position relative to your age and personal situation. 

Go to free assessment

Next steps:

Get an in-depth analysis of your financial behavior, and see how much you can save through smarter tax and investment management.

Or, alternatively, get a comprehensive financial plan including a personally tailored roadmap to financial independence.