TomiPlan helps people realize financial success through financial coaching and education. We create a comprehensive financial plan that is based on your long and short-term goals, rather than assets under management.
The TomiPlan app is comprehensive financial planning on the go. Our app gives you direct access to our portal when communicating with your planning team and viewing your financial plan. With TomiPlan, you can receive real-time notifications about your plan, stay on top of goals and tasks, and view upcoming action items.
TomiPlans team of experts is here to help you succeed. Our app supports messaging, video calling, document sharing, file management, and more — providing a seamless experience from your mobile device.