Firefighter Finance Membership
Organize your financial life and get professional guidance from our advisors who only work with firefighters.
$79 / Month
(Billed Annually)
Membership Features
Discover how our tailored financial planning process can help you achieve peace of mind and financial independence as a firefighter.
Annual Financial Fire Drill
Just as a fire drill prepares you for emergencies, our Annual Financial Fire Drill readies you for your financial future. Spend 60 minutes each year with one of our advisors to discuss your financial life.
Ensure your Elements® app is up-to-date before each drill for personalized, data-driven advice. Consider this your annual financial readiness test, equipping you for any financial challenges or opportunities.
Automated Investment Management
0.86% AUM
Effortlessly open and manage investment accounts through our personalized investing platform and use custom portfolio models created by Carlson Planning. The annual investment fee is 0.75% of assets under management (billed quarterly).
Elements® Financial Monitoring App
The Elements Financial Monitoring App empowers you to:
Consolidate all your financial accounts in one place
Gauge your financial health through a scorecard of key indicators
Monitor your progress through quarterly reports
With the Elements app, our advisors (with your permission) can access your scorecard and offer personalized insights during your Annual Financial Fire Drill.
Continuing Education Trainings
Membership includes on-demand access to an ever-growing body of content—podcasts, webinars, guest speakers, and more—all approved for continuing education credit.
Firefighter Financial Power Discounts
Membership in Firefighter Financial Power Discounts gives you access to deep discounts and rebates on financial planning services, retirement planning tools, and more!
The group helps you keep more of your hard-earned money and be more profitable! In addition to the Financial Power discounts, Carlson Planning members get a free 1:1 consultation with a Financial Power representative to identify cost-saving opportunities.
Anytime Advisor Chat
The Anytime Advisor Chat is your way to get questions answered on demand! You can use the pop-up window in the bottom right corner to submit your questions anytime. If our advisors are not available to chat, you will receive an email back within 24 hours!
Examples of questions you could ask through the chat:
"What factors should I consider before choosing between a traditional 401(k) and a Roth 401(k)?"
"How many months of personal spending do you typically recommend keeping in an emergency fund?"
"Do you know any CPAs who work with a lot of firefighters?"
"Is there a good rule of thumb for life insurance coverage?"
"What is the average savings rate for a 40-year-old firefighter?"
"Do you recommend any books that will help me learn the fundamentals of financial planning?"
Get Started
Get started on securing your financial future by scheduling a financial fire drill assessment with us and we will guide you through the process.
Carlson Planning Company, LLC is an investment advisor registered and domiciled in Massachusetts.
Financial Planning for Firefighters.
© 2023 Carlson Planning Company, LLC
