Plantech for Personal Financial Programs across America

Students learn financial principles in action

Students build their own personal financial scenario

Teachers have unprecedented control for assignments & grading

Students keep Access after graduation

How to get started

Step 1

Meet someone that could use your help, but may not meet your minimums, nor afford your planning fees.

Step 2

Go to PlanTechHub.com and Click on the button that says...

Sponsor or Refer Someone

Step 3

Answer a few quick questions as to how you want to engage this person with StartingOutPlan

Step 4

Fill out the Forms that and click Submit to initiate the workflow.

Step 5

The lucky beneficiary of your smart generosity self-guides their own financial literacy journey.

Step 6

If / When the time is right, the prospect/client can ask for your help.

Step 7

You then deliver advice in the form of actionable steps.

A Service of

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