About

FuturePlan Financial is a 501(c)(3) nonprofit registered investment advisor that provides households with income under the Brevard County median ($89,600 a year) the services of a fiduciary who gives financial coaching and personalized investment advice at a greatly-reduced cost, according to an income-based scale of fees. Depending on their need, clients meet with their fiduciary for up to six months to gain insight and assistance with budgeting, debt reduction, saving strategies, education-funding, and retirement planning.