Accurate, educated financial planning for fees that are a fraction of traditional advisors

Giving you the benefits of analyzing opportunity

By taking care of your financial forecasts, like the income and cash flow statements, balance sheet and ratios, we make sure you are getting the most out of your long-term growth goals. We’ll do all the work so that you can focus on the other things that really matter to you.

Modern approach

SetPlans’ forecasting tools, based on our proprietary methodologies, are designed to adjust according to your specific industry while keeping your personal competitive edge in perspective.

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