your financES AREN’T OUT TO GET YOU.

Managing your own investments and financial future isn’t the fearsome beast you’ve been made to believe.
Learn More About P3

IT’S QUITE EASY!

The act of financial planning isn’t mythological, it’s mathematical. You provide the numbers, P3 does the math. Simple as that.

DISTILLED WISDOM

The finance marketplace is laden with deliberately misleading tales and advice. P3 provides only the tried and true tools of the trade.

WORRY-FREE SECURITY

P3 doesn’t execute any transactions, so there is no possible security risk to your financial accounts.

How it works

1

Sign-up

Hassle-free setup, gets you ready to roll in minutes.

2

Create Profile

Tell us where you stand using our questionnaire.

3

Curated Guidance

Based on your profile, we’ll provide specific tools and resources to meet your goals.

4

Stay on top

Continue to strengthen your plan with guides and info relevant to your situation.

Features

Conditional
Projections &
Planning Tools

Project cash flow and wealth over one’s whole life.

Asset
Allocation
Tool

Quantify risk tolerance to develop appropriate allocation weights for stocks and bonds.

Scenario-Based Tools to Simplify Decision Making

Assess retirement, education, and other needs; discover solutions where deficiencies are found.

Ongoing Education
& Investment
Guides

Learn to avoid all sales charges, minimize expenses, and build a portfolio that outpaces professional’s.

Recent blog posts

INVEST WELL

15. JAN. 2016

You Can Build an “Optimal” Portfolio without Salespeople

To invest well, you do not need salespeople, books, or courses. You simply need to buy an appropriate mix of securities at minimal cost.   P3 helps you determine that proper mix and the best means to achieve it...
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PLAN AT WILL

04. FEB. 2016

Retire in Comfort: Know What is Needed to Hit Retirement Goals

How Much; When; Which Tax Deferred Plans? Most people have some idea of the age they want to retire. In increasing numbers, lack of adequate savings forces many to continue working well into their senior years...
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avoid nonsense

24. FEB. 2016

Sales Fees: Learn How Salespeople Get Their Money

They Do It by Taking, not Earning, Yours
Decades ago if you wanted to own stock you needed to contact a broker. Shares were physically traded on one of the few exchanges, and only members of...
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Coming

Soon

P3 will be available soon!
If you’d like a free trial just tell us where to send it! (we never sell your your info)

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