Our goal is to provide access to Personal Financial Planning for Everyone™. As a part of our commitment, EAFA has created a proprietary subscription-based service available at through an affordable, $45 monthly subscription. PFPE is designed as a stepping-stone to more in-depth financial planning, so it's best-suited for younger professionals starting out, or for anyone in a life-transition looking to re-establish their financial footing.
When you sign up for PFPE™, we ask you to commit for a full year. Your year-long commitment allows us to work personally with you to achieve your specific financial goals and monitor a year's worth of progress.Your goals might include controlling monthly spending habits, paying down debt, managing student loan debt, buying your next car with cash, saving for a home, or planning for retirement. When the year is complete, we hope you see that you've developed better habits and stronger financial health that you can take with you or continue working with us toward financial freedom. Ready to take a leap of faith in yourself?
Your $45 per month subscription includes the following:
Access to our financial planning technology (including a phone app)
Quarterly 30 minute phone or video conference meetings to set goals and evaluate progress
Email and phone support
A customized financial plan
Online financial education via articles and blogs