Paul Merriman sits down with Mark Zoril, founder of PlanVision, in the first episode of a new series spotlighting affordable financial planning options for do-it-yourself investors.
Mark built PlanVision in 2012 around a simple premise: investing isn't as complicated as the financial services industry makes it seem, and technology makes it possible to deliver thoughtful, unbiased financial advice at a price almost anyone can afford.
In this episode you'll learn:
- What you get for $489 in the first year — including access to the eMoney financial planning platform and one-on-one advisor sessions
- How the $8/month ongoing subscription works, and when it makes sense to stay on vs. cancel
- Why PlanVision has no commissions, no affiliate links, no insurance sales, and no conflicts of interest
- How the firm handles complex situations: Roth conversions, Social Security timing, 529s, pension vs. lump sum, and tax planning (with a CPA on staff)
- What PlanVision will and won't do — no estate planning, no market timing, no gold hedging strategies
- How they serve expats in over 180 countries
- What happens when a client passes away and a surviving spouse needs guidance
- Mark's own investing philosophy — and why he puts his own money in a Vanguard target date fund
- How PlanVision works with clients who follow Paul Merriman’s, Rick Ferri's, Larry Swedroe's, or any other multi-equity asset class indexing philosophy
Links mentioned:
Watch the full video on YouTube
