Learn

Objectively

Gain planning insights from practicing financial advisors.

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Get started in 5 minutes!

My advisor
My advisor

Plan

Objectively

Book planning meetings with a favorite advisor-instructor.

How it works

Learn from and collaborate with practicing financial advisors through our platform. Our AdviceOnly™ methodology ensures an objective and consistent planning experience.

Download app
Download app
1
Choose a course
Choose a course
2
Find an advisor
Find an advisor
3
Build a plan
Build a plan
4

Our range of services includes

Our Services

Money Bag

Financial Planning and Counseling

Our experienced financial advisors will help you create personal financial plans that meet your goals and desires. Whether you’re planning for retirement, investment strategies, or debt management, our experts are dedicated to guiding you every step of the way.
Money Bag

RPB
Curriculum

We provide comprehensive resources and learning materials tailored to the Registered Paraplanner (RP®) designation. It provides aspiring finance professionals with the knowledge and skills needed to succeed in the industry.
Money Bag

Different Financial Planning Courses

Improve your financial literacy and expand your knowledge with our diverse selection of courses on topics such as budgeting, investing, risk management and more. Whether you are a beginner or an experienced investor, our learning materials are designed to help you make informed financial decisions.

FAQs

There are two core services when using the Advice Only™ process:

1) Buy a course. Our courses are written by practicing financial advisors. Each course is individually priced and includes quizzes, assessments, videos, and exercises. Course topics are designed to complement a student’s lifestyle, stage of life, and financial interests.

To get started, download via the Apple and Google Play stores.

2) Find an advisor instructor. Each Advice Only™ advisor sets their own pricing for courses, standalone financial plans, and paid consultations. To connect with an advisor, visit our app’s “Find an Advisor” tab. Here, you can browse our network of advisor instructors, view their profiles, and clearly understand how they work. It’s a straightforward process that puts users in complete control of finding the right advisor for their needs.

To get started, download via the Apple and Google Play stores.

That’s the idea! Our courses are written by practicing financial advisors who can also assist 1-to-1 with planning. We find clients prefer planning with their instructors rather than being referred to someone else.

Please visit the Contact page if you have questions, comments, suggestions, or concerns. If appropriate, we’ll do our best to respond within 72 hours.

Still have questions?