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.
Our professional financial planners ¹ ² and exclusive online
financial tools can answer
your questions and help you take steps to
navigate some of
life's biggest financial questions and challenges and develop a path forward toward your
goals - no matter
where you are on your personal financial
journey.
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
Personal Financial Plans
Financial Education Library
Exclusive Webinars
Podcasts/Vlogs for members only
Videos
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
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.
Whether you are an individual looking to take hold of your financial future or a large
employer or small business interested in easily
starting or
expanding your financial wellness benefits for your employees, Financial Advisor On Call™
has what you're looking for.
Essential Plan
$34.95
Billed Monthly
(Cancel Anytime) $59.00 per session |
Premium Plan
$49.95
Billed Monthly
(Cancel Anytime) Not available to residents of Utah |
Meet with a Financial Planner(No membership is required)
$150.00
For each one hour session
Contact Us
|
Employers
Offer as Employee Benefit
Pricing Based on Business Size
Each Enrolled Employee Can Access Services Below Request Quote |
|
|---|---|---|---|---|
| One-on-One Sessions with a Personal Financial Planner (4 hours a year, see Terms of Service for details) ¹ ² | $59.00 per session | One-on-one session with a Personal Financial Planner | ||
| Customize the number of one-on-one live sessions with our personal financial planners and pay as you go. | ||||
| No long-term commitment. ¹ ² | ||||
| One, low rate without the typical up charges or fees of a traditional advisor. ¹ ² | ||||
| No investment or asset minimums required to meet with an advisor ¹ ² | ||||
| Personal Financial Plan ¹ ² | Requires additional sessions. Total pricing is determined after initial meeting and is based on plan complexity. | |||
| Life Insurance Analysis ¹ ² | ||||
| Property & Casualty (home, renters, auto, umbrella, etc.) Analysis ¹ ² | ||||
| Medical Insurance Review and Long-Term Care Strategies¹ ² | ||||
| Tax and Estate Planning Concepts ¹ ² | ||||
| Advice on General Financial Issues | ||||
| Second Opinions (Recommendations by other financial planners) ¹ ² | ||||
| Major Life Milestones Financial Advice (new baby, college, inheritance, death in the family, etc.) ¹ ² | ||||
| Financial Advice on Large Purchases (Home, auto, etc.) ¹ ² | ||||
| Employee Benefits Analysis & Strategies | ||||
| Asset Allocation Strategies ¹ ² | ||||
| Financial Challenges Advice & Guidance ¹ ² | ||||
Essential Plan
$34.95
Billed Monthly
(Cancel Anytime) $59.00 per session |
Premium Plan
$49.95
Billed Monthly
(Cancel Anytime) Not available to residents of Utah |
Meet with a Financial Planner(No membership is required)
$150.00
For each one hour session
Contact Us
|
Employers
Offer as Employee Benefit
Pricing Based on Business Size
Each Enrolled Employee Can Access Services Below Request Quote |
(No membership is required)
Offer as Employee Benefit
(Several Options Available)
Pricing Based on Business Size
(Discounts Available)
Each Enrolled Employee Can Access Services Below
Want to learn more about Financial Advisor On Call™ and how we can help you?
