PlanVision: Low Cost Flat-Fee Financial Planning for Do-It-Yourself Investors
Paul Merriman sits down with Mark Zoril, founder of PlanVision, in the first episode of a new series spotlighting affordable financial planning options for do-it-yourself investors.
Mark built PlanVision in 2012 around a simple premise: investing isn't as complicated as the financial services industry makes it seem, and technology makes it possible to deliver thoughtful, unbiased financial advice at a price almost anyone can afford.
In this episode you'll learn:
What you get for $489 in the first year — including access to the eMoney financial planning platform and one-on-one advisor sessions…
The skinny
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