Personal Financial Assessment Tool Now Available Online For Free To Help Consumers With Their Financial Planning Needs

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Plan & Act offers a free online financial assessment, enabling anyone to benchmark their current position on a financial life cycle. This benchmark contains ten financial stages through which most people navigate during their lifetime. Plan & Act also offers objective, comprehensive and affordable online financial planning and money management solutions that help guide individuals through their financial journey.

Plan & Act - Affordable Online Financial Planning for Everyone

Your Independent, Objective and Completely Online Financial Planning Partner.

By starting with a free financial assessment, individuals and families can begin to see exactly where they are financially. This, combined with a reliable online financial plan, can become the foundation for a brighter financial future.

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Plan & Act is pleased to announce that it is now offering a Free Financial Assessment to enable anyone the ability to assess their current financial situation and evaluate how prepared they are for the future. Utilizing innovative, online technology, the free financial assessment is conducted through a series of questions-and-answers in a chat-like environment to provide a quick and easy benchmark on one’s retirement planning -progress. Once completed, Plan & Act can prepare a more comprehensive Online Financial Plan to help individuals and families take a more detailed look into their financial future.

The primary goal behind Plan & Act is simple: "To provide ordinary people with expert personal financial planning advice and objective money management with a fast and affordable online solution."

“In tough economic times such as these, individuals and families need to take advantage of every opportunity that they have available to them,” says Bob Schumann, Plan & Act’s Chief Advice Officer. “By starting with a free financial assessment, individuals and families can begin to see exactly where they are financially. This, combined with a reliable online financial plan, can become the foundation for a brighter financial future. While customers can take the recommendations from the plan and implement themselves, Plan & Act also offers money management services to help provide a comprehensive solution for maximum convenience.”

Plan & Act is an online, fee-only financial planning service that offers independent and objective money management services. The firm is a Registered Investment Advisor with the Securities and Exchange Commission (SEC). The owners and officers include experienced fiduciary advisors who are committed to providing sound financial advice. Plan & Act establishes a fiduciary relationship with clients and assumes a legal duty to place client interests ahead of its own.

Plan & Act’s mission of helping its clients achieve their goals of financial security as well as planning for a sound retirement is carried out through the use of an industry-leading online financial planning tool and independent money management services. Thanks to its sophisticated (yet easy to use) technology, Plan & Act is able to efficiently and cost-effectively deliver a comprehensive financial plan based on the proven Cambridge financial planning principles at a cost previously unheard of in the financial planning industry.

To learn more about Plan & Act’s Free Financial Assessment service visit PlanAndAct.com. Visitors can also learn more about their Online Financial Plan and how it can help individuals build a brighter financial future.

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David Ron
Plan & Act
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