Financial Planning

Work with a Certified Financial Planner™  for a fee you can afford on terms that work for you.

This content is for members only.


Contact CBA for a Financial Planner Near Your Home!

Personal Financial Website

To get ahead and stay ahead, we need to get organized. Bring everything in one place - all of your accounts, every bill, every piece of your financial life into one easy-to-understand place.


Now you are ready to track your cash flow. What comes in and what goes out. What are you spending every day, and what are you saving? Most importantly, how much more can you save?

Safe & Secure

There is nothing more important than keeping your financial data secure and protecting your privacy. Financial planning software for the latest in encryption and enhanced two-step identification to protect your information.


Start your financial planning today!

Contact CBA to Connect with a Financial Planner Today!


Did you know that most Americans don’t have a dedicated financial advisor to help them through life’s toughest challenges?

Americans may feel they don’t have the financial resources or are unsure who they can turn to for guidance. Investment and financial advice should be available to everyone.

You deserve an affordable model to take control of your financial health and get support in creating a plan for your future. Start simple and adapt as your life and financial situation become more complex.

Choose an affordable fee-only yearly percentage plan and get organized on one financial platform. This will ensure that you have access to your complete financial picture.

Assistance in this process of aggregating your financial accounts on one site that can be updated daily via mobile device or computer

Efficiently track expenses and investments.

Online document storage vault and monthly videos and newsletters to keep you updated on the economy, the markets, and landscape shifts.

Most importantly, one-on-one support and advice.

A Certified Financial Planner™ is available to listen and collaborate to design a customized plan– from basic budgeting or cash flow discussions to ‘what if’ scenarios– to address your financial aspirations and concerns.

This content is for members only.


Disclaimer: Financial Planners are vetted, work independently, and are not affiliated with Comprehensive Benefits of America, LLC (CBA). CBA does not provide professional financial, investment, tax, or legal advice. You should seek advice about your personal needs from certified financial planners, CPAs, and attorneys. See complete Disclosures and CBA Security and Privacy policies.
Certified Financial Planner™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to the CFP Board’s ethical standards, which require them to put their clients’ interests first.


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