ProActive Financial Planning
A Consumer Advocacy Organization
About ProActive Financial Planning
What ProActive is trying to accomplish:
Educate consumers - We are developing a system that pays our members to further their education:
On basic concepts such as compounding, inflation, cost vs. opportunity costs...
In areas of financial planning such as taxes, retirement, investments, insurance...
On how to be better stewards of their finances
By teaching them how to be a more savvy consumer
For a detailed list, click here
Support Charities - All profits will go to support charities or charitable organizations that:
Support or promote education
Support other causes that better people's lives
Provide Consumer Value - By providing our members with:
Many exclusive discounts on consumer goods and services
Promote businesses - For businesses that offer consumers the best value, our goal is to enhance their business:
By reducing their
marginal cost per client acquisition without compromising profit margins,
ProActive creates a cost advantage for our exclusive partners that can be
passed on to our members in the form of savings.
Our creative concept fuses the Yellow Pages with eBay. Our exclusive partners are given a web page in our online referral directory similar to the Yellow Pages. However, unlike a Yellow Page advertisement, our referral directory generates "free" referrals, allows for much more information to be displayed, has interactive links, email links, allows for photos and logos, and, most importantly, it is an “exclusive” partnership. This means no other business in the same geographical location offering the same product or service will be a partner. Partners are selected based on the value of their product of service provided to our members. (Recommended Discounts or Rebates).
If you would like to become a member of our board or a volunteer, we encourage your participation. Please contact us.
Become a Member
Become an Exclusive Partner
Financial Planning Center
Special Offers & Discounts
Order Resource Tools
Charities we Support
How Much Goes to Charity?
Voting - Know the Issues
Links to other websites
Our goal is to assist those seeking a high standard of living now and during retirement by providing tools and resources to do so.
This is accomplished by implementing cost-efficient strategies that increase disposable income without increasing gross income and creating time-saving opportunities. With this in mind, ProActive Financial Planning has negotiated exclusive partnerships with businesses providing either a consumer product and service to provide our members with substantial values based on price and quality of service.
Why is this website so unique? The content on this site was written by professionals in their area of expertise. Contributors consisted of CFPs, Attorneys, Tax Advisors and CPA, ChFCs and CLUs, Real Estate agents, loan advisors, in addition to others. We believe that the information contained on this website is superior and without biasness.
Those who can benefit from the resources we provide include, but are not limited to, individuals seeking to improve their quality of life, employers seeking both information and tools to facilitate the flow of information and expedite their daily routine, and those who are in a position to influence the financial well being of others.
Establishing a financial plan is no longer just for the affluent. Competition and technology have reduced the cost of financial planning and should be utilized by those who want to plan for a comfortable retirement; maximize their current standard of living; reduce financial inefficiencies; seek tax-saving strategies; protect, accumulate, and transfer wealth efficiently and effectively; save for their children's future education, and so much more.
The biggest barrier preventing others from developing a better financial plan is knowledge, time and the financial means to do so. ProActive Financial Planning's unique concept expands knowledge, improves time efficiency , and increases disposable income creating the opportunity for a better quality of life.
If You Desire More Time to Pursue Life's Pleasures, Find Out How a Certified Financial Planner Can Help.
Contact: ProActive Financial Planning
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