Explore Our Services
Customized Guidance
Get personalized financial advice from our Certified Financial Education Instructors. Through in-person or virtual meetings, we provide you with the tools and knowledge to achieve your financial goals.
Seminars and Workshops
Enhance your financial understanding through our varied in-person and online seminars. We cover a wide range of personal finance topics to help you make informed financial decisions.
Students and Young Adults
As a young person it is your right to DREAM BIG. AT PLAN4it we believe that you will greatly enhance the odds of making your dream happen if you plan for it. And that includes financial planning!
Parents
Whether you are a brand new parent or you have been at it a while, we know you want what is financially best for your loved ones. We will help you learn the basics, guide you on any urgent issues of financial need, and help you put time on your side!
Retirement Planning
Planning for retirement can seem daunting and at times overwhelming or even discouraging. At our retirement planning workshops we encourage a process that goes a step at a time, and keeps the expectations and the process simple. We will help you take control of the planning process and always be there for you as the steps unfold. The key is to keep it simple – and we will help you do just that!
College Scholarships
Plan ahead with our PLANit Kids subsidiary. We offer a $1,000 scholarship opportunity upon completion of our 10-step Financial Literacy for Young Adults program. Currently available for high school seniors and rising seniors.
Live Chat
Get instant help with your financial challenges. If you're unable to schedule an appointment, our Live Chat offers same-day feedback and assistance from our educators. Click our live chat icon in the bottom right.
PLANit Kids
Building financial literacy from a young age. PLANit Kids offers tailored financial planning and learning resources for children and young adults.