PlanDynamic Advisory

No Investment Required

Financial planning without compromise for self-directed investors, business owners seeking liquidity and sandwichers just starting out.

PlanDynamic Advisory
$200 to $300
Monthly Subscription

+ $1,000 upfront financial planning fee.

See examples of pricing.

Your personal CFP® relationship with Glenn Brown will work through all aspects of your financial life.

Financial Planning

  • Build a strong financial foundation

  • Ongoing guidance & implementation

  • Strategies for budget, cash flow & debt

  • Portfolio review & risk analysis

  • Fee analysis of investments

  • Retirement income & distribution

  • College savings & aid strategies

  • Optimize employer benefits

  • Health care coverage & savings

  • Tax planning & reduction strategies

  • Insurance review & gap analysis

  • Estate planning & titling analysis

Interactive Technology

  • Personal financial planning portal

  • In-person or virtual meetings

  • Aggregator of all financial accounts

  • Your big picture view in real-time

  • Vault for financial & legal documents

  • Secured by industry leader eMoney

You Will

  • Enjoy a personal CFP® relationship

  • Gain clarity, education and confidence

  • Be proactive to change & opportunities

  • Have an accountability partner

  • Evolve your financial independence