Start Discovery

Let’s start by getting to know each other. We want to understand you, your unique values & goals. Complete a brief online survey and then have a complimentary 30-minute call to discuss your needs and answer any questions you have. This helps us ensure a good fit.

Tell us about you

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Learn More About The Discovery Phase

“We believe that everyone can achieve their financial goals”

Step 1

Tell us about you. We want to know about your values and your goals.

We want to know what’s really important to you, your values and your goals. This is the core of your financial plan. We also want to know about your personal finances. PlanEasy is tailored to regular families with regular personal finances. So we’ll ask you a few simple questions to make sure we’re a good fit.

Step 2

Get free access to the PlanEasy online platform to complete your discovery.

After the fit, values and goals assessment you’ll be given free access to the PlanEasy financial planning platform to complete the rest of your discovery before the discovery meeting.

Step 3

Book a free discovery meeting with one of our fee-for-service financial planners.

Before you engage us to build your financial plan you’ll have the opportunity to book a no obligation meeting with one of our fee-for-service financial planners to talk about your values, goals, and answer any questions you may have.

Step 4

We send you a proposal that outlines the next steps and the cost.

After the discovery meeting your financial planner will send you a proposal letter outlining the next steps for your financial plan and the cost. We offer both basic and premium plans for individuals, couples and families. We’ll recommend the right plan to fit your current situation and your financial goals.

“We believe that everyone can achieve their financial goals”

Step 1

Tell us about you. We want to know about your values and your goals.

We want to know what’s really important to you, your values and your goals. This is the core of your financial plan. We also want to know about your personal finances. PlanEasy is tailored to regular families with regular personal finances. So we’ll ask you a few simple questions to make sure we’re a good fit.

Step 2

Get free access to the PlanEasy online platform to complete your discovery.

After the fit, values and goals assessment you’ll be given free access to the PlanEasy financial planning platform to complete the rest of your discovery before the discovery meeting.

Step 3

Book a free discovery meeting with one of our fee-for-service financial planners.

Before you engage us to build your financial plan you’ll have the opportunity to book a no obligation meeting with one of our fee-for-service financial planners to talk about your values, goals, and answer any questions you may have.

Step 4

We send you a proposal that outlines the next steps and the cost.

After the discovery meeting your financial planner will send you a proposal letter outlining the next steps for your financial plan and the cost. We offer both basic and premium plans for individuals, couples and families. We’ll recommend the right plan to fit your current situation and your financial goals.

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