Why work with ExcelPlan Financial? Because we’re the kind of Financial Planners you’d take home to meet your parents. The kind of people you'd be proud to introduce to all your friends. Because when you choose us, you’re choosing: A personal Financial Planning experience designed for your unique needs. A direct one-on-one connection to financial expertise. Financial Planning that takes your entire financial life into consideration, not just retirement savings. Financial Planning that fits your life, not the other way around.