Making Financial Planning Accessible to All

For over 25 years, Jason Taylor has worked as a certified financial planner, guiding individuals and families through the complexities of money, taxes, and long-term financial goals. But throughout his career, one persistent issue has troubled him: the traditional financial planning model is designed for the wealthy. Most advisors charge around 1% of assets under management annually, a structure that immediately excludes a large portion of the population—especially young professionals and couples who haven’t yet built up significant savings.

Jason’s roots in finance run deep. As a third-generation accountant and tax preparer, he grew up surrounded by balance sheets and tax returns. His early career was grounded in tax preparation and accounting, and it was during this time that he began to notice a troubling pattern. Clients weren’t just seeking help with taxes—they needed comprehensive financial planning. They had questions about budgeting, saving, debt, retirement, and more. Yet they lacked access to affordable, objective advice.

This realization became a turning point. Jason expanded his services to include financial planning, driven by a desire to help people make smarter decisions with their money—not just once a year during tax season, but throughout their lives. However, upon entering the traditional financial planning world, he quickly saw its limitations. Too often, advisors were more focused on selling products than solving problems. The commission-based model didn’t align with his values, and he knew there had to be a better way.

Rethinking the Model: Fee-Only Planning and Beyond

Jason embraced the fee-only model, charging transparent fees for advice rather than earning commissions on product sales. It was a step in the right direction, offering clients unbiased guidance. But even fee-only planning came with its own barriers. Many people simply couldn’t afford to pay hundreds or thousands of dollars for a financial plan. The accessibility issue remained.

So Jason began asking deeper questions: What if professional financial guidance could be delivered without the high price tag? What if he could meet people where they are—on their phones, searching for answers, trying to make sense of their financial lives?

These questions led to the creation of MyPocketFP, a subscription-based financial planning platform designed to make expert advice affordable and accessible. Built for those often overlooked by the industry—young couples, recent graduates, and anyone eager to take control of their finances—MyPocketFP offers personalized guidance, visual tools to track progress, and the ability to access a financial plan anytime, right from a smartphone.

Yes, the initial setup requires some effort. Jason and his team prioritize accurate data to ensure meaningful advice. But once the platform is up and running, it’s intuitive and empowering. Clients in the beta program have praised the visual dashboards and the clarity they gain from seeing their financial picture laid out in front of them.

A Vision for the Future: Empowering Financial Literacy

Jason believes MyPocketFP represents the future of financial planning. It’s not about replacing human advisors with technology—it’s about using technology to enhance the experience and make it available to more people. Financial literacy remains a major challenge in the United States, and Jason is determined to be part of the solution.

By combining decades of experience with modern tools, he’s creating a way for people to get the help they need without breaking the bank. His goal is simple yet profound: to democratize financial planning and empower individuals to make informed decisions about their money.

Everyone deserves access to quality financial advice. With MyPocketFP, Jason Taylor is making that possible—one pocket-sized plan at a time.

To learn more about MyPocketFP visit:
https://www.MyPocketFP.com
MyPocketFP