01 Flat Fee Financial Planning

Three trusted partners who charge one clear price instead of a percentage of your net worth. Whether you want ongoing planning, help with equity comp, or a single second opinion, there’s an option built for it.

Domain Money Equity FTW Nectarine
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02 Tax Planning

Most tax help only shows up once a year, after the decisions that mattered are already made. Our partner works with you year-round instead, using AI-powered tools and licensed CPAs to find savings before it’s too late to act on them.

Gelt
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03 Community Building

Financial independence gets easier with the right people around you. Our partner community connects you with high-net-worth investors from 45+ countries for honest, experience-based conversations, not sales pitches.

Long Angle
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04 Health Insurance

Health coverage is one of the biggest variables between you and an early exit. Tell us what you need and we’ll connect you with a broker who works with the FI and self-employed crowd every day — ACA subsidies and MAGI planning, HSA-qualified plans, and nationwide coverage for people who move around.

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If you don’t see what you’re looking for, please email Scott and Mindy for assistance.

Affiliate and referral disclosure

BiggerPockets Money has paid referral or affiliate relationships with the companies and professionals we refer you to from this page. If you click a link, book a consultation, sign up, or become a client, they may pay us. Those payments help keep the podcast and this site free, and they also give us a financial incentive to recommend these partners over others. Keep that in mind as you evaluate them.

Some of these partners are registered investment advisers. Our arrangement with them is a paid endorsement: we’re compensated for referrals, that compensation is a conflict of interest, and we are not current clients of any of them.

We chose these partners because we think they’re a good fit for people working toward financial independence, but we aren’t a party to any agreement you sign with them and we can’t guarantee their work. Get fees in writing and compare at least one alternative before you commit.

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