Expert guidance isn't just for the wealthy. We specialize in group financial planning and educational workshops to empower your financial future.
We believe that financial planning should be accessible, engaging, and empowering. By combining the expertise of a Certified Financial Planner™ with the collaborative power of group learning, we make complex financial concepts simple and actionable.
Rest easy knowing your advice comes from a professional who has met rigorous education, examination, and ethical standards.
Our group cohorts allow you to learn alongside peers facing similar life stages, reducing costs and building confidence.
We don't just hand you a plan; we teach you the 'why' and 'how' so you can make informed decisions for a lifetime.
Join a cohort of like-minded individuals (e.g., Young Professionals, Pre-Retirees, New Parents). Over 4-6 sessions, we build your comprehensive financial plan together. It's interactive, affordable, and highly effective.
Financial stress affects productivity and well-being. UPlan brings unbiased, CFP-led financial education to your workplace or community group. No product sales pitches—just pure education.
"UPlan didn't just give me a roadmap; they taught me how to read the map. The group setting made me realize I wasn't alone in my financial questions."- Workshop Participant, 2024
Whether you are interested in joining a planning cohort, booking a workshop, or just have a question, we are here to help.
Serving clients virtually & locally.
Headquarters: [City, State]
Mon - Fri: 9:00 AM - 5:00 PM EST
You are in the right place. This is the official site for UPlan Financial Services.
