findmydove for financial advisors
Turn “Can I retire?” into your next booked meeting
People ask that question long before they ask for an advisor. Give them a clear first answer, and be the advisor they call next.
Self-serve accounts coming soon. Book a demo to get set up.
What your client sees
A plan your clients actually read
Clients get a clear answer to when they can stop working, stress-tested across 10,000 market scenarios and explained in plain language. You get a client who arrives ready to talk.
Prepared by Your Firm
Your financial independence plan
- Financial independence outlook
- On track
- Planned spending in retirement
- Covered
- Next step
- Review with your advisor
White label
Your brand, not ours
Clients see your firm in their dashboard, their plan and their PDF report.
Your logo and colours
Client plans, dashboards and PDF reports carry your logo and your brand colours, so the experience feels like part of your practice.
Your client relationship
Clients come to you for advice. The plan points them back to your team.
Polished by default
A consistent, professional look on phones and desktops without any design work on your side.
Fits your stack
Works alongside eMoney and MoneyGuidePro
Keep the planning software you already rely on for deep, comprehensive plans. FMD covers the earlier moment: the first question a prospect asks and the simple, shareable answer that gets them in the door.
Complement, not replace
No migration and no rip-and-replace. Your existing workflow stays exactly as it is.
Front door to your practice
Use FMD to open conversations, then carry the relationship forward in the tools your team knows.
Simplicity
Spend your time on advice, not data entry
Clients enter their own goals, income and assets in a guided flow. You review a finished plan instead of building one from scratch.
Less prep before meetings
Walk into the first conversation already knowing what matters to the client.
Simple for clients
Plain-language questions and answers, with no spreadsheets or jargon to wade through.
Simple for your team
Little to learn and nothing to install. Your team can be up and running quickly.
Pricing
Seat-based plans
Plans from $79 per advisor per month. Unlimited clients on every seat.
Lead magnet
A free retirement check for your website visitors
Our free Quick Start lets a visitor get a first read on their retirement in minutes. Share it from your website, newsletter or social posts as a useful first step, and invite visitors to book time with you.
Nothing to install
Just a link. No embed code and no changes to your website.
Built with your clients’ data in mind
Advisors only ever see their own firm’s clients, and we never sell client data. Read how we handle client data on our Trust page.
Visit our Trust pageSee your brand on a client plan
We will walk you through what your clients see, what you see, and how it fits the way your practice already works.
Book a demo