Financial Planning Gifting

Give the Gift of
Financial Confidence

Help your loved ones overcome financial anxiety with professional, actionable life plans from certified financial planners.

Professional Financial Planning Sessions

Perfect Occasions

A Gift That Grows With Them

Life's biggest moments deserve more than a card. Give the foundation for their financial future.

University Graduation

Start their career with a roadmap, not just a degree.

Just Married

Build a shared foundation before the first big purchase.

New Addition

Ensure their future is secure before they take their first steps.

Career Milestone

Turn a promotion into long-term wealth.

The Planning Advantage

Not All Gifts Are Created Equal

Traditional Gifts

Cash, gift cards, or objects — appreciated in the moment, but quickly forgotten.

  • Spent within days or weeks
  • No lasting financial impact
  • Forgotten within months
  • Zero compound growth

Financial Planning Gift

Professional guidance that creates lifetime habits and compounding wealth.

  • Builds lifelong financial habits
  • Tax-efficient strategies from day one
  • Remembered for years to come
  • Compounding wealth over decades
Average recipient sees 3.2x return on planning advice within 5 years
The Impact

Why Financial Planning Matters

Research shows that individuals with a written financial plan are significantly more likely to achieve their goals and feel confident about their future.

With a Written Plan

85%

More likely to achieve financial goals

Financial Confidence

73%

Report reduced financial anxiety

Goal Achievement

92%

Complete their first milestone

The Certified Standard

Trusted Professionals, Verified Results

Every package on GOFP comes from a Certified Financial Planner® professional. Your loved ones receive guidance from advisors who meet the highest industry standards.

CFP Board Standards
SEC Registered
500+ Advisors

CFP® Certified

Every advisor holds the gold standard in financial planning credentials.

Fiduciary Duty

Legally bound to act in your recipient's best interest, always.

Continuing Education

30+ hours of annual training to stay current with regulations.

Vetted Network

Rigorous background checks and client satisfaction requirements.

How It Works

Three Simple Steps to Financial Empowerment

Step 1

Select

Choose a personalized planning package from a trusted, certified financial planning firm.

Step 2

Gift

Schedule a beautiful digital notification to arrive on a special date — birthday, graduation, or any milestone.

Step 3

Achieve

The recipient meets with a CFP® professional to build a concrete roadmap for their financial goals.

Personalized Delivery

Make It Memorable

Schedule the perfect moment. Add a heartfelt note. Create a gift they'll remember forever.

Scheduled Delivery

Choose the perfect date — a birthday, graduation, or anniversary. The gift arrives exactly when you want it to.

Personal Message

Add your own heartfelt note. Tell them why this gift matters and what you hope it brings to their future.

Beautiful Presentation

A professionally designed digital gift card that reflects the value of what you're giving.

You've received a gift!

From

Mom & Dad

"We're so proud of everything you've accomplished. This is our way of helping you build the future you deserve. We love you!"

Your Gift

3 Financial Planning Sessions

with a Certified Financial Planner®

Marketplace

Choose from Trusted Financial Advisors

Browse packages from certified financial planning firms. Each advisor is vetted and committed to helping your loved ones achieve their financial goals.

Common Questions

Everything You Need to Know

Have questions? We've got answers to help you feel confident about your gift.

Every gift comes with a 6-month validity period. We send friendly reminders at 30, 60, and 90 days to encourage redemption. If unused, you can request a transfer to another recipient or receive platform credit.