PlanDynamic Program

Our Most Popular Offer

A comprehensive financial planning and investment management offer to build and sustain financial independence.

PlanDynamic Advisory
$100 to $150
Monthly Subscription 

AND

PlanDynamic Portfolios
0.75% up to $1,000,000
0.50% over $1,000,000

+ $1,000 upfront financial planning fee, waived if more than $250,000 invested with PlanDynamic.

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

  • 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

  • Gain clarity, education and confidence

  • Be proactive to change & opportunities

  • Your accountability partner

Investment Management

  • Goals-based investment portfolios

  • Disciplined process & allocation tilts

  • Active monitoring & rebalancing

  • Low operating expenses and costs

  • Clarity on what you own & why

  • Tax-loss harvesting

  • Generate growth or income streams

  • Accounts at TD Ameritrade Institutional

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