Paul Merriman sits down with Mark Zoril, founder of PlanVision, in the first episode of a new series spotlighting affordable financial planning options for do-it-yourself investors.

Mark built PlanVision in 2012 around a simple premise: investing isn't as complicated as the financial services industry makes it seem, and technology makes it possible to deliver thoughtful, unbiased financial advice at a price almost anyone can afford.

In this episode you'll learn:

What you get for $489 in the first year — including access to the eMoney financial planning platform and one-on-one advisor sessions
How the $8/month ongoing subscription works, and when it makes sense to stay on vs. cancel
Why PlanVision has no commissions, no affiliate links, no insurance sales, and no conflicts of interest
How the firm handles complex situations: Roth conversions, Social Security timing, 529s, pension vs. lump sum, and tax planning (with a CPA on staff)
What PlanVision will and won't do — no estate planning, no market timing, no gold hedging strategies
How they serve expats in over 180 countries
What happens when a client passes away and a surviving spouse needs guidance
Mark's own investing philosophy — and why he puts his own money in a Vanguard target date fund
How PlanVision works with clients who follow Paul Merriman’s, Rick Ferri's, Larry Swedroe's, or any other multi-equity asset class indexing philosophy

Links mentioned:

Watch the full video on YouTube