Our History

PLAN4it began as PLANit Kids in 2020. Founded by a long time Financial Planner and financial services industry executive, the organization began with a focus on lower income families and young adults. In early 2021 we opened our first office in the heart of downtown Oceanside, California. In 2023 we expanded our services to include individuals of all ages and in all stages of life. The organization was formally renamed PLAN4it. PLAN4it is a 501(c)3 and we operate exclusively on donations.