One membership. Everything included.
$39
/ month
7-day free trial.
Cancel anytime.
Dedicated CFP® professional
Partner access included
Connected planning platform
Money Lab scenarios
Goal, cash flow & account tracking
Independent advice
Individual Membership
A financial plan that evolves with you.
Traditional financial plans are often delivered once. JayPlans combines dedicated CFP® guidance, connected planning tools, and ongoing support that evolves with you.
COMPARE EXPERIENCES
Traditional financial plans are delivered once. JayPlans stays with you.
Not all financial planning is delivered the same way. Compare how JayPlans stacks up against traditional fee-only planners and financial advisors.
| Features | JayPlans | ||
|---|---|---|---|
| Relationship | |||
| Dedicated CFP® | Yes | Yes | Sometimes |
| Planning relationship | Continuous | One-time | Often Continuous |
| Planning that evolves | Yes | Usually not | Varies |
| Platform | |||
| Connected platform | Yes | No | No |
| Goal tracking | Yes | No | No |
| Cash flow | Yes | No | No |
| Money Lab scenarios | Yes | No | No |
| Independence | |||
| Investment sales | No | No | Yes |
| Insurance sales | No | Often | Often |
| Commissions | No | No | Often |
| Referral compensation | No | Often | Often |
One price.No hidden agendas.
One simple monthly membership gives you continuous access to dedicated CFP® guidance and connected financial planning. Share your plan with your partner at no additional cost. No commissions. No product sales. No account minimums. Just advice that stays with you as life changes.