Share MainStreet: Assist Your Buddies Discover a Flat-Payment Fiduciary Monetary Planner They Can Belief
on Oct 9, 2025
Most of our new purchasers come from referrals — considerate introductions from folks such as you who’ve skilled the peace of thoughts that comes from working with a trusted, impartial monetary planner.
We’re so grateful while you share MainStreet Monetary Planning, Inc. with your mates, household, and colleagues. Your belief means the whole lot to us.
At MainStreet Monetary Planning, we don’t handle investments or promote monetary merchandise. As an alternative, we offer goal, flat-fee monetary recommendation that focuses completely on serving to purchasers make knowledgeable, assured selections about their cash. Our solely motivation is your success — not commissions or asset-based charges.
If you understand somebody who may benefit from retirement planning or unbiased, skilled monetary steering from a fee-only fiduciary, right here’s methods to join them with our crew.
Who We Assist
We work with people, {couples}, and households who wish to really feel assured, organized, and answerable for their monetary future.
Our specialty is retirement planning — serving to folks of their 40s, 50s, and 60s transfer from saving to spending with readability and confidence. We additionally information youthful households constructing towards long-term targets like school financial savings, dwelling shopping for, and monetary independence.
Lots of our purchasers are do-it-yourself buyers — good, proactive individuals who want to handle their very own investments however need a second set of eyes and a trusted information to maintain them on observe. We assist them simplify, focus, and make knowledgeable selections to allow them to really feel assured about their subsequent steps.
About MainStreet Monetary Planning
MainStreet Monetary Planning, Inc. is a 100% women-owned, women-led, fee-only, fiduciary agency based in 2002.
We’re a digital monetary planning agency, serving purchasers throughout the U.S. and worldwide. Whether or not you reside in California, Maryland, Tennessee, New York, Virginia, Washington, DC or overseas, our safe on-line course of makes it simple to get skilled steering from anyplace.
Right here’s what makes us totally different:
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Retirement-focused recommendation. We assist purchasers perceive what retirement actually prices — and methods to make their financial savings final.
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Flat, clear charges. No asset minimums, no AUM charges, and no commissions — ever.
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Digital and versatile conferences. Meet along with your CERTIFIED FINANCIAL PLANNER™ skilled wherever life takes you.
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Unbiased fiduciary steering. We’re paid solely by our purchasers, and we at all times act in your greatest curiosity.
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Girls-led crew. Compassionate, approachable, and deeply skilled in guiding households by life’s largest monetary transitions.
We consider monetary planning ought to be accessible, comprehensible, and empowering — not intimidating.
What We Do
As a flat-fee, fiduciary monetary planning agency, we assist purchasers arrange their funds, make clear targets, and make assured selections in each space of their monetary life:
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Retirement revenue and distribution methods
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Money circulation and budgeting
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Funding allocation and portfolio group
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School financial savings and training funding
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Tax and insurance coverage planning
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Managing life transitions similar to profession modifications, inheritance, or downsizing
We provide three primary service choices:
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Cash Roadmap (one-time monetary plan): $4,400 for people / $5,800 for {couples}
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Cash Roadmap Navigator (ongoing monetary planning): consists of complete planning, accountability, and ongoing assist — $2,000 for people/$2,500 deposit for {couples}, plus $210/month for people or $265/month for {couples}
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Hourly monetary planning: $425/hour (preferrred for focused questions, plan updates, or second opinions)
Meet Our Monetary Planners
Our crew of CERTIFIED FINANCIAL PLANNER™ professionals brings many years of expertise serving to purchasers simplify their funds and construct monetary confidence:
Be taught extra about our advisors on our Meet the Group web page.
Making a Referral Is Straightforward
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Consider somebody who may benefit from monetary readability, retirement planning, or a flat-fee second opinion — a buddy, member of the family, or colleague.
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Share your expertise. Inform them how our planning course of helped you’re feeling extra organized and assured. You can too share our Google Opinions to allow them to see what different purchasers have mentioned.
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Electronic mail an introduction to information@mainstreetplanning.com. We’ll take it from there and ensure your buddy receives a heat, no-pressure welcome.
Pattern Electronic mail You Can Ship
Topic: Introduction to MainStreet Monetary Planning
Hello [Friend’s Name],
I wished to introduce you to my monetary planner, [Advisor’s Name] from MainStreet Monetary Planning. They’ve helped me get organized and really feel extra assured about my monetary future.
I considered you since you talked about [planning for retirement / wanting a second opinion / looking for financial clarity]. Their crew works just about, expenses flat charges, and focuses on serving to purchasers like us — good do-it-yourselfers who need a clear plan and professional steering alongside the way in which.
[Advisor’s First Name] – meet [Friend’s First Name]. I’ll allow you to two take it from right here!
Greatest,
[Your Name]
A Private Thank-You
Your referrals are the center of our development and the best praise we will obtain. Every introduction permits us to assist one other household really feel organized, assured, and prepared for the following stage of life.
As a small token of our gratitude, we make a charitable contribution to your favourite nonprofit for each new consumer referred by you, by our partnership with TisBest Philanthropy. It’s our manner of claiming thanks and guaranteeing that your referral creates a constructive ripple impact locally.
It’s really a win for everybody.
Thanks for trusting us — and for sharing MainStreet Monetary Planning with the folks you care about most.
