Our Services

consumer protection


We intend to change Financial Planning the same way Wordpress changed blogging

DIY Financial Planning

DO IT YOURSELF is about putting you in the financial driver' seat. To delegate you must first own it!!!

Financial Applications and Tools

We will develop applications and tools toempower the consumer to achieve hsi financial goals


Because of DIY, you have defined what you are ready to delegate. You now must select the right advisor. We have the only dynamic match making application in the financial industry to help you find the right advisor


For our members only. Uncertain about what an advisor is recommending you, we will give you our opinion. Victim of wrongdoing, we will provide you with a legal analysis saving you thousands of dollars in specialist fees

Financial InSights

Get consumer rating of various financial organizations. Get the financial news with our comments and opinions. You will never be this informed.


It is your money and you must know about it. We offer a selection of books to help consumers managing their money

Newsletter and Blog

Join the discussion. Our blog and newsletter will tackle some of the most sensitive issues in the financial industry

Alert Notices

Special notices to alert consumers about commercial practices that could harm them financially.

Videos and Podcasts

Because a picture is worth a thousand words. Our goal for our videos and podcast is to produce content on fiancial planning that is simple instead of being complex


There is only one person responsible for your money and it is you. It is important to know what is right and when/how it is right


Knowing your rights is the only path to deciding whether you will do it yourself or delegate some responsibilities to an advisor

Right Advisor

If you choose to use an advisor, you must be able to choose the right one. Advisor Right is the only process that rates advisor...


Rating an advisor is not enough. He has to be a match. Our process dynamically matches the advisor to you based on your needs


Financial planning can be complex. It can be hard to determine the rights solutions. Our tools, template and libraries will change this


Protecting consumers is our main goal. We offer an audit process to our members if they have doubts about a financial solution shown to them