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TomiPlan is a subscription-based financial coaching firm. Tomi helps clients realize financial success through education and by creating a comprehensive financial plan that is based on the long and short-term goals of the client rather than assets under management.
Why do clients love TomiPlan?
- Tomi gives impartial financial advice that is not bound to product sales.
- We leverage tech solutions while maintaining the human connection.
- Clients receive recommendations directly from a Certified Financial Planner.
- Tomi coordinates client's plan with their other financial professionals so they don't have to.
TomiPlan partners with professionals who wish to offer best of class, comprehensive financial planning services to their clients as an extension of their practice. We coordinate the client's plan with their financial professionals to ensure all parties are aligned with the client's goals. Contact us today to see how Tomi can compliment your business.
Company Details
- Employees
- 7
- Founded
- -
- Address
- Salt Lake City, Utah 84111, Us
- Industry
- Professional Training And Coaching
- Website
- https://www.tomiplan.com/
- HQ
- Salt Lake City, Utah
Tomiplan Questions
TomiPlan's website is https://www.tomiplan.com/
TomiPlan's LinkedIn profile is https://www.linkedin.com/company/tomi-plan
TomiPlan has
7 employees.
View email and phone details for 7
employees at TomiPlan.
TomiPlan's industry is
Professional Training and Coaching
TomiPlan's top competitors are
Olson & Partners Law,
Blue Forge,
Mhl Investments,
Capita Financial Network,
Wasatch Bridge Capital Group,
Everspire,
Frandsen Morrill Advisors,
Garfinkel Schwartz Dba Law Firm,
Garfinkel Whynot,
Olson Wiest Law.
TomiPlan's categories are Professional Training and Coaching
TomiPlan's founding year is 2022
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Top TomiPlan Employees
-
Bethany Tholstrom
Student At Utah Valley University
Provo, Utah, United States, United States1ess.com -
-
Alan B. Faerber, CFP® CRPC®
Financial Planning And Investment Advisor
Salt Lake City Metropolitan Area, United States5tdameritrade.com, gmail.com, gmail.com, scottrade.com, schwab.com2 +131491XXXXX
-
Logan Avery
Finance Student At Brigham Young University
Provo, Utah, United States, United States
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