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What people are saying
How Bobby helps you
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Frequently Asked Questions
Why are you giving plans away for free?
I want to help people. I'm providing these plans as a way to meet people and provide value. If after going through your plan with me, you're interested in learning about how I make a living, great! If all you want is a free plan, I'm happy to have helped you with that.
What do I need to do for my free financial plan?
All you need to do is complete my 3-minute online questionnaire!
I'll use your answers to create your initial plan. When it's ready I'll reach out to schedule a Zoom call to review it together.
Why do I need to schedule a Zoom review with you?
There are lots of free online retirement calculators where you can get an impersonal report after completing a questionnaire.
I don't know of many that come with an hour of free time from an accredited financial planner. That's my difference and the value you receive with my free plan.
Ready to start?
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