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:

• PlanVision website
• PlanVision testimonials
• Rob Berger interview with Mark Zoril (expat investing, 60+ min)
• Stan the Annuity Man
• Bogleheads PlanVision comments

Watch the full video on YouTube