Financial Planning Without The Pain

"Make financial plan." If you're like most busy people, it's a task that lives on your permanent to-do list—right between "update LinkedIn bio" and "schedule root canal." Not that your future isn't important to you; it's just that, well, meeting with a stranger to discuss your financial history isn't exactly as enticing as all the other things you could be doing—including, for that matter, scheduling a root canal.

Meet My Plan—smart, secure software that lets you take control of your finances on your own terms. No meetings. No jargon. No need to get dressed.

"It's a huge advantage for our clients to have access to their own plans," says Montreal-based financial planner, Natasha Black. A traditional financial plan is a valuable but time-consuming exchange of ideas and emails, and the client relies on their planner for every decision. "This way is a lot more convenient for clients and allows them to be more involved at every step," she adds.