Most families end up with an advisor who has never spoken to their CPA, and a CPA who has never read their estate documents. We start you with a free written financial plan, then assemble a vetted advisor, accountant and estate attorney who work from that same plan — together.
Financial Plan Builder, LLC is not a registered investment adviser, broker-dealer, law firm or accounting firm. We do not provide investment, legal or tax advice.
Four steps. The first two cost you nothing.
About ten minutes on your income, assets, debts, family situation and what you're trying to protect.
A plain-language roadmap covering savings, retirement, tax exposure, insurance gaps and estate basics. Yours to keep either way.
We introduce you to network professionals whose licensing, specialty and location fit your plan. You interview them. You decide.
Your advisor, accountant and attorney work from the same document instead of three disconnected conversations.
Your plan is free. There is never a charge to you for being matched with professionals in our network.
Professionals pay us for network membership. See our Compensation & Conflicts Disclosure.
Start your free planAdvisors, CPAs and estate attorneys join the network on a paid membership. Prospects reach you having already completed a full financial questionnaire.
Membership does not guarantee any specific number of introductions or any revenue.
See membership pricingFamilies are never charged. All revenue comes from professional membership — a flat advertising fee, billed monthly, cancellable at any time. We never charge per lead and never take a share of your client revenue.
All prices in U.S. dollars. Annual plans are billed once and save two months. Memberships renew automatically at the stated interval until cancelled. Introduction figures are monthly caps, not guarantees — see Terms and the Refund & Cancellation Policy.
Advisor, accountant and attorney working against a single living document rather than three partial views.
AI tools handle modelling and first drafts. Every recommendation is reviewed and executed by a licensed human professional.
The family owns the record and decides which professionals can see which parts of it.
Tell us where to send it. We'll follow up with the questionnaire — about ten minutes.
We verify licensing and standing before any professional receives an introduction.
Financial Plan Builder, LLC is a Washington limited liability company operated by Andrew W. Rodgers. We build planning tools for households that need coordinated professional advice but don't meet the asset minimums that traditional family offices require.
We also operate buildyourownfinancialplan.com, a self-directed planning product for people who prefer to work without a professional team.
Financial Plan Builder, LLC
16637 25th Ave SW
Burien, WA 98166
info@financialplanbuilder.com
Monday–Friday, 9am–5pm Pacific
Yes. Families are never charged for the plan or for being matched. Our revenue comes entirely from professional memberships. That arrangement creates a conflict of interest you should understand — see the Compensation & Conflicts Disclosure below.
No. Financial Plan Builder, LLC is not a registered investment adviser, broker-dealer, law firm or accounting firm. Our plans are educational. Advice and execution come from the independent licensed professionals you choose to engage.
No. You can interview them, hire one, hire all three, or hire none. The plan is yours to keep regardless.
We verify active licensing or registration and check public disciplinary records before a professional receives introductions. Vetting is not an endorsement, and it is not a substitute for your own due diligence.
Yes, at any time, and new members get a full refund within the first 30 days for any reason. See the Refund & Cancellation Policy below for how the current billing period is handled.
No. Membership is a flat advertising fee, the same every month whether a member signs one client or none. We take no share of any fee, commission or asset-based revenue. We chose that model deliberately: it keeps our incentives aligned with the quality of the match rather than the volume of introductions, and it keeps members clear of the restrictions their regulators place on compensated referrals.
No. It is in development, is not included in any current membership, and is described on this page only so members understand the product roadmap.
Questions about a plan, a membership or a charge on your statement? Email info@financialplanbuilder.com and we'll respond within one business day.
Financial Plan Builder, LLC · 16637 25th Ave SW, Burien, WA 98166 · Monday–Friday, 9am–5pm Pacific
Financial Plan Builder, LLC receives compensation from financial advisors, accountants, attorneys and insurance professionals who purchase membership in our network. We receive no compensation from the families we serve.
This creates a material conflict of interest, and you should read this paragraph carefully. Professionals appear in our matches because they are paying members of the network, not because we have determined they are the best available professional for your situation. A professional who does not pay for membership will not be introduced to you, however well suited they might be. Higher-priced memberships receive enhanced placement in their service area, so the order in which professionals appear reflects what they pay us as well as how well they fit your plan. Membership is not an endorsement, a recommendation, a ranking or a guarantee of quality, and we do not supervise the advice or services any professional provides.
Our fees are flat and are the same whether or not you engage anyone. We are not paid per referral and we receive no share of any fee, commission or asset-based revenue that a professional earns from you.
You should independently verify any professional's credentials, disciplinary history and fee structure before engaging them, and you should ask any professional you meet through us how they are compensated.
By using financialplanbuilder.com you agree to these terms. If you do not agree, do not use the site.
Financial Plan Builder, LLC is a marketing and advertising company. We provide educational financial planning materials to households at no charge, and we sell advertising and marketing services to independent licensed professionals in the form of network membership. We do not provide investment advice, legal advice, tax advice or insurance recommendations, and no content on this site should be treated as such.
We do not recommend, endorse, rank or vouch for any individual professional. Households choose which professionals, if any, to contact and engage.
Using this site does not create an adviser-client, attorney-client or accountant-client relationship with Financial Plan Builder, LLC. Any such relationship is formed directly between you and the independent professional you engage, under their own agreement.
Membership purchases advertising and marketing services: a directory listing and eligibility to receive introductions. Membership fees are flat and are not contingent on whether any introduction results in an engagement. We do not charge per referral and take no share of any fee, commission or asset-based revenue a member earns.
The introduction figures shown on our pricing page are monthly maximums, not commitments. Membership does not guarantee any specific number of introductions, any conversion rate, or any revenue. Memberships renew automatically at the stated interval until cancelled.
Members must hold and maintain the licensing or registration their discipline requires, and must comply with the advertising, solicitation and disclosure rules of their own regulator and licensing body. Where a member's rules require a written agreement or a disclosure to prospective clients regarding compensated marketing arrangements, the member is responsible for putting that in place. We may suspend or terminate a membership for loss of licensing, disciplinary action, or conduct that harms families in the network.
To the maximum extent permitted by law, Financial Plan Builder, LLC is not liable for indirect, incidental or consequential damages, or for the acts, omissions, advice or services of any independent professional introduced through the network.
These terms are governed by the laws of the State of Washington.
Contact details and the financial information you voluntarily provide in our questionnaire; for professionals, firm and licensing details. We also collect standard web analytics.
To produce your plan, to match you with network professionals, and to communicate with you about your plan or membership.
When you request a plan, we share your contact details and relevant plan information with the network professionals matched to you, so they can follow up. We do not sell your personal information. We share data with service providers (hosting, email, payment processing) only as needed to operate the business, and as required by law.
You may request access to, correction of, or deletion of your information, and you may opt out of being matched at any time, by emailing info@financialplanbuilder.com.
Card payments are processed by Stripe. We do not store full payment card numbers on our systems.
Families: the plan and matching service are free. There is nothing to refund.
Professional memberships: you may cancel at any time from your account or by emailing us. Cancellation stops future renewals.
30-day money-back guarantee. New members may request a full refund of the initial charge within 30 days, for any reason, by emailing us. After that window, fees for the current billing period are non-refundable and access continues through the end of the period already paid for; no further charges are made. Annual plans cancelled after the 30-day window are refunded on a pro-rata basis for complete unused months.
Refunds are returned to the original payment method within 5–10 business days. If you don't recognise a charge, email us before disputing it — we will resolve it faster than your bank can.
Questions about a charge: info@financialplanbuilder.com.