How It Works
DIY Financial Planning Subscription
$59/month
KURICO makes financial planning simple, flexible, and personalized. You'll create your own secure client portal, input your information at your pace, and get expert-backed insights based on your goals. With smart tools, a CFP® professional behind the scenes, and on-demand chatbot support, you’ll always know your next step—no pressure, just progress.
You can pause your subscription anytime—and even while paused, you’ll still have access to your portal to view everything you’ve completed so far.
How It Works
DIY Financial Planning Subscription $59/month
KURICO makes financial planning simple, flexible, and personalized. You'll create your own secure client portal, input your information at your pace, and get expert-backed insights based on your goals. With smart tools, a CFP® professional behind the scenes, and on-demand chatbot support, you’ll always know your next step—no pressure, just progress.
You can pause your subscription anytime—and even while paused, you’ll still have access to your portal to view everything you’ve completed so far.
Step 1: Create Your KURICO Client Portal
Step 2: Input Your Financial Information
Step 3: Choose Your Planning Goal
Step 4: See Your Big Picture
Step 5: Test Actions and See the Impact
Step 6: Get Feedback from a CFP® Professional
Step 7: Ask Questions Anytime (in the portal/Email)
Step 8: Book a Zoom Call (Anytime You Want)
Step 9: Pause or Cancel Anytime
Step 10: Come Back to Update As Life Changes
Step 1: Create Your KURICO Client Portal
Step 2: Input Your Financial Information
Step 3: Choose Your Planning Goal
Step 4: See Your Big Picture
Step 5: Test Actions and See the Impact
Step 6: Get Feedback from
a CFP® Professional
Step 7: Ask Questions Anytime
(In the portal/Email)
Step 8: Book a Zoom Call (Anytime You Want)
Step 9: Pause or Cancel Anytime
Step 10: Come Back to Update As Life Changes
Financial confidence, financial clarity—at your pace.
Curious where you stand and how to move forward?
Take our quick quiz to discover your financial starting point and how KURICO can support you with CFP®-backed guidance every step of the way.
KURICO Finance, LLC is a California-registered limited liability company.
Check the background of your financial professional on CFP Board of Standards, Inc.
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