Dedicated Planner
Work with a dedicated CFP® professional who understands your goals, values, and complete financial picture.
JAYPLANS
Financial planning without the sales pitch.
Work with a dedicated CFP®, use smart planning tools, and receive ongoing guidance. No commissions. No product sales. No hidden agendas.
Who are you planning for?
Financial planning for individuals.
Financial planning for individuals.
Work with a dedicated CFP®, organize your finances, and receive ongoing guidance for life's biggest financial decisions.
For IndividualsFinancial planning for employees.
Financial planning for employees.
Give employees access to dedicated CFP® planners, connected financial tools, and ongoing guidance that supports better financial decisions.
For EmployersOur Mission
More than a plan.More than an app.
Technology helps organize your finances. Professional guidance helps you make confident financial decisions. JayPlans brings both together in one connected planning experience.
Support for Every Financial Decision
Work with a dedicated CFP®, stay organized with connected planning tools, and receive independent guidance that puts your interests first.
Connected Tools
Connect your finances, explore different scenarios, and stay organized with tools that keep your plan connected as life changes.
Independent Advice
Advice focused on your goals, never commissions, product sales, or account size.