Financial Planning Refreshingly Different

Personalized plans for all levels of income and wealth  

Our planners are backed by trusted custodians

Financial Planning For The People

Skip the big banks and find a local financial planner that has your best interests in mind, in just 5 minutes


Connect with a financial planner

We match you based on your location, financial needs, and shared interests.


Tell us where you want to be

Our interactive form helps us get to know you so we can plan around your goals.


Schedule a consultation

Talk on the phone. Text on WhatsApp. Video over FaceTime. It’s your call.


Enjoy your financial future

Whether it's retirement, education or a debt-free lifestyle —WePlan the path, you take the journey.

Many don’t have money to invest, but we all have a future

WePlan will donate 10% of profits to financial literacy programs in your community.

My life is back on track, thanks to WePlan.
Amy Perkins
Los Angeles, CA

Meet some of our financial planners

Mason Fabrum, CFP®, AIF®
High Net Worth Planning
Focus on wealth individuals with complex financial profiles
Rebecca Wilson, CFA, MBA
Personal Retirement Management
Providing personal retirement planning for families

Want to know a secret?


of workers want financial advice, not management. Are you steering the ship?

$88 billion

total amount of financial management industry fees collected

$609 / week

for social security benefits. Does that cover you?

Are you a financial literacy non-profit?

Our goal is to de-mystify financial planning for everyone, but we need your help. We’re currently seeking a financial literacy nonprofit to partner with.

Are you a registered financial planner?

Join a growing community of financial planners intent on helping real people succeed.