Do you know if you're on track?
Find out and get a Starter Roadmap
In 5 minutes you can complete our simple 3-step process.
Tell us a little about your financial goals and current situation
Tweak your settings to see how small changes can improve your financial future
Review your Starter Roadmap and personalized Dashboard designed to help you get ahead
Get Started >
Still not sure?
Check out our short video>
Privacy Policy
We are keenly aware of the trust you place in us and our responsibility to protect your privacy.
As part of this responsibility, we promise that the information you provide to us is confidential and will not be shared with anyone else, including members and organizations associated with the Financial Planning Association (FPA). Your privacy is important to us and we will make all good-faith efforts to keep your contact and financial information secure. Your information will neither be sold nor rented. You can opt out of FPA emails at any time.
About Financial Planning Assoc.
The Financial Planning Association® (FPA®) is a nonprofit, leadership and advocacy organization connecting those who need, support and deliver financial planning. FPA represents a promise of financial well-being, hoping to create a world where everyone thrives and prospers.
Based in Denver, Colo., FPA has 97 chapters throughout the United States representing 25,000 members involved in all facets of providing financial planning services. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the premier resource for the public to learn more about financial planning and find a financial planner who will deliver advice using an ethical, objective, client-centered process.
About Boulevard R
Boulevard R started out as a conversation between Jon and Matt Iverson over lunch in June 2005. As Jon was just about to turn 59 1/2 and start withdrawing savings from his retirement accounts, he was trying to figure out the best way to go about it.
At the time, Matt was working for one of the leading consumer advocates in California who was the founding director of Consumers Union's West Coast Office (publishers of Consumer Reports). As they worked together to address Jon's issue, they found a business environment that required asset minimums and largely excluded most people seeking independent financial strategies.
To level the playing field, they set about building a team of some of the top independent financial planners in the country, as well as a leading behavioral economist, Prof. Dan Ariely from MIT and Duke, recently named one of Fortune's 10 New Gurus of the Year. On the software side, Jon and Matt recruited a star team of programmers and brought on the technical founder of E*Trade as an advisor.
With the team in place, Matt and Jon set out to develop a tool that could help everyone find out if they were on track and also identify some key areas where they could improve. Ultimately, they settled on creating a fun, engaging service that financial advisors could offer to people in their local communities in order to help them answer the question "Am I financially on track?"
In designing the product for advisors to provide to people in their local area, Boulevard R took data security and consumer privacy very seriously. In addition to the latest security measures, Boulevard R uses the highly secure Verisign SSL encryption technology. In order to help keep users of the product protected, Matt and Jon decided not to request any sensitive personal information, such as passwords, social security numbers, etc.
Since its inception in 2005 as a social venture with the goal of making independent financial education universally available, Boulevard R continues to focus on ways to help everyone reach their financial goals.
As featured in:
Top Universities Using Boulevard R's Process:
