CBA Offers 3 Membership Options

Choose Your membership Plan below
or browse to learn more about each membership option
or Log-In to select a new Membership.

CBA
Membership

Always Free to Join

Includes free Access to the CBA Marketplace including tremendous savings & discounts with many popular services.

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Financial Organization

$0.99 / MO

The CBA Incentive Organizer will help you get ahead and stay ahead.

Limited time offer: Two months free! Take Incentive for a test drive today!


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Financial Planning

$39 / MO

Build a personalized plan with a dedicated CFP Advisor Team.

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Choosing the Right CBA Plan for your Needs

 

CBA Marketplace
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CBA has you covered on financial wellness benefits for every part of your life. From essential insurance coverages to discounts at popular name brand stores, travel and entertainment deals, and your personal security protection.

Bi-weekly educational videos
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Stay tuned for regular webinars, videos, and special events. Some will be financial, others will be for your over wellness, and others just for your enjoyment! Are ready for Cooking Classes?

Blogs, articles and videos to learn more about what you should be doing financially
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Up to 2.8% APY, No fee banking with Varo

Ditch monthly bank fees for good. Get an online bank account with no minimum balance.

Bank Level Security
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There is nothing more important than keeping your financial data secure and protecting your privacy. We use multiple levels of sophisticated security measures to ensure your accounts are safe. CBA provides you with Bank-Level Security, complete with the latest in encryption and enhanced two-step identification.

Aggregate and see all your financial accounts in one location
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Consolidate information from many financial accounts in one convenient place.

24/7 access on your mobile device
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Access to CBA, the Financial Organizer and Our Financial planning can be accessed 27/7 online.

Track your Spending
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Tracking your home expenses is a vital step in taking control of your financial freedom. Daily spending adds up and now you can record as you go and tag each category. Keeping track is the first step to being organized!

Personal Goals Planner for savings, retirement, budgeting, insurance and Debt
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Yearly Virtual Educational Event
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Day long virtual event designed to hear from industry experts on retirement, debt, taxes, insurance and cash flow.

Virtual Appreciation Events
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Stay tuned for regular webinars, videos, and special events. Some will be financial, others will be for your over wellness, and others just for your enjoyment! Are ready for Cooking Classes?

Subscription Based Service Models
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CBA Offers three service levels. CBA membership, Financial Organizer Membership and Subscription Based Financial Planning.

Real Person Customer Service
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We are just a few clicks away if you need some assistance. We offer a Live Chat feature. Just look for the blue icon in your lower right.

Estate Planning Organizer
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We have lost someone, and it is always too soon. If you do not leave a plan, your loved ones will inherit an expensive mess.

Investment Risk Assessment
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Let’s find our your tolerance for risk and develop a strategy for your long term investing and achieving long term financial security

Build a personalized plan with a dedicated CFP Advisor team
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we provide one-on-one support and advice with their CBA team.

Digital Financial Plan
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At CBA, we believe that investment and financial advice should be available to everyone. To achieve this, we’ve developed a model to help individuals take control of their financial health and get support in creating a plan for their future. We’ve put together subscription-based plans that allow clients to start simple and adapt as their lives and financial situations become more complex.

Virtual calls with team
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The CBA team is available to listen and collaborate to design a customized plan– from basic budgeting or cash flow discussions to ‘what if’ scenarios– our experienced team can help address clients financial aspirations and concerns

Asset Management Fee discount
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Discounts Exclusive to CBA Financial Planning Members.

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820 West Jackson Boulevard,
Suite 805 Chicago, Illinois, 60607 
admin@cbaplan.com

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820 West Jackson Boulevard,
Suite 805 Chicago, Illinois, 60607 
admin@cbaplan.com