Share MainStreet: Assist Your Mates 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, unbiased monetary planner.
We’re so grateful whenever you share MainStreet Monetary Planning, Inc. with your mates, household, and colleagues. Your belief means all the things 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 choices about their cash. Our solely motivation is your success — not commissions or asset-based charges.
If you already know somebody who may benefit from retirement planning or unbiased, skilled monetary steering from a fee-only fiduciary, right here’s the best way to join them with our staff.
Who We Assist
We work with people, {couples}, and households who need to really feel assured, organized, and in charge of 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 objectives like faculty financial savings, house shopping for, and monetary independence.
A lot of our purchasers are do-it-yourself buyers — sensible, proactive individuals who want to handle their very own investments however desire a second set of eyes and a trusted information to maintain them on monitor. We assist them simplify, focus, and make knowledgeable choices 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 straightforward to get skilled steering from wherever.
Right here’s what makes us totally different:
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Retirement-focused recommendation. We assist purchasers perceive what retirement actually prices — and the best way 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 all the time act in your finest curiosity.
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Girls-led staff. 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 manage their funds, make clear objectives, and make assured choices in each space of their monetary life:
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Retirement revenue and distribution methods
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Money stream and budgeting
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Funding allocation and portfolio group
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Faculty 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 (supreme for focused questions, plan updates, or second opinions)
Meet Our Monetary Planners
Our staff of CERTIFIED FINANCIAL PLANNER™ professionals brings many years of expertise serving to purchasers simplify their funds and construct monetary confidence:
Study extra about our advisors on our Meet the Crew 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 even share our Google Critiques to allow them to see what different purchasers have stated.
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E mail an introduction to data@mainstreetplanning.com. We’ll take it from there and ensure your buddy receives a heat, no-pressure welcome.
Pattern E 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 staff works just about, prices flat charges, and focuses on serving to purchasers like us — sensible do-it-yourselfers who desire a clear plan and professional steering alongside the best way.
[Advisor’s First Name] – meet [Friend’s First Name]. I’ll allow you to two take it from right here!
Finest,
[Your Name]
A Private Thank-You
Your referrals are the guts 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 shopper referred by you, by our partnership with TisBest Philanthropy. It’s our means of claiming thanks and making certain that your referral creates a optimistic ripple impact in the neighborhood.
It’s actually a win for everybody.
Thanks for trusting us — and for sharing MainStreet Monetary Planning with the folks you care about most.