what we offer

Our Services

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Professional, Objective Financial Planning & Advice That's Easy, Personal & Affordable

Helping people make good financial decisions is what we're all about at Financial Advisor on Call™.

For what it might cost you for an initial meeting with a fee-only professional financial planner, you can get an entire year of professional financial advisory services, ¹ ² a personal financial plan customized just for you, and an exclusive online dashboard, planning tools, exclusive members-only financial education library with content from industry experts, and an online financial vault to keep your entire financial life on track and in one place - all for an affordable monthly subscription price.

How Financial Advisor On Call™ Can Help

Our professional financial planners ¹ ² and exclusive online financial tools can answer your questions and help you take steps tonavigate some of life's biggest financial questions and challenges and develop a path forward toward your goals - no matterwhere you are on your personal financial journey.

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Financial Advice, Planning & Support ¹ ²
  • One-on-one consultations with financial planner ¹ ²

  • Personalized Financial Plan ¹ ²

  • Objective advice specific to your needs - no products sold ever ¹ ²

  • Access services easily online, by video or phone ¹ ²

  • Second opinions (review recommendations given by other financial planners) ¹ ²

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Financial Education
  • Personal Financial Plans

  • Financial Education Library

  • Exclusive Webinars

  • Podcasts/Vlogs for members only

  • Videos

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Exclusive Tools
  • Investment / Portfolio Analysis

  • Customized Financial Dashboards (monitor all of your accounts in one place)

  • DIY Planning and Projection Tools & Reports

  • Personal Online Electronic Vault to securely store and easily access important financial documents

  • ¹ Financial planning and financial advisory services offered by FAOC, LLC, a registered investment advisor (RIA). FAOC, LLC, is a wholly-owned subsidiary of Financial Advisor On Call, LLC, a fintech company offering educational services and record management support.
  • ² Service may require a live session with a Financial Planner.

Experience the Calm Confidence of Having a Financial Plan ¹ ²

Taking charge of your financial future and creating a plan with a professional financial planner ¹ ² is an important step for your future and your peace of mind.

View Sample of Tools and Basic Financial Plan

How Our Plans Have You Covered

Whether you are an individual looking to take hold of your financial future or a large employer or small business interested in easilystarting or expanding your financial wellness benefits for your employees, Financial Advisor On Call™ has what you're looking for.

Individuals & Families

(A La Carte Membership)

$34.95 / Month
Billed Monthly (Cancel Anytime) $59.95 per session

Individuals & Families

(Bundled Membership)

$49.95 / Month

Meet with a Financial Planner

(No membership is required)

$150.00
For each one hour session

Employers

Offer as Employee Benefit
(Several Options Available)

Pricing Based on Business Size
(Discounts Available)

Each Enrolled Employee Can Access Services Below

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You Have Questions,We Have Answers

Want to learn more about Financial Advisor On Call™ and how we can help you?

  • ¹ Financial planning and financial advisory services offered by FAOC, LLC, a registered investment advisor (RIA). FAOC, LLC, is a wholly-owned subsidiary of Financial Advisor On Call, LLC, a fintech company offering educational services and record management support.
  • ² Service may require a live session with a Financial Planner.