Most people don’t have a money problem. They have a planning problem.
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From confusion to control -- through a clear financial plan.
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If you've ever felt unsure about what to do next with your money, you're not alone.
Get a Free Financial CheckupYour path to becoming who you want to be.
Being in control of my financial future is the best feeling ever. I'm so grateful for Mark's help.
-Laura D.
Have you ever wondered....
Where does all my money go?
Am I on track?
I work hard, but am I saving enough to retire?
I can help...
I help individuals and families take control of their finances by walking them through a step-by-step process to create their vision, set goals, and then create a plan to realize their vision.
Meet MarkÂ
Mark has been helping people create and realize their life vision and mission for more than 20 years. He can help you organize your finances so you go from chaos to clarity and confidence.
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Read My StoryWorried this might not be for you?
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Toggle through to see what others are saying....
“We had goals but no real strategy to reach them. Mark guided us through the process, and now we have a plan that gives us clarity, direction, and peace of mind.”
-Erica and Dominguez
“Before working with Mark, I felt completely unsure about my finances. Now I have a clear plan, and for the first time, I feel confident and in control of my future.”
-Mike F.
“I was making good money but had no direction. Mark helped me turn confusion into clarity and gave me a step-by-step plan I actually follow.”
-Danielle J.
"Being in control of my financial future is the best feeling ever. I'm so grateful for Mark's help."
-Laura D.
“We were constantly stressed about money and not on the same page. Mark helped us create a clear plan together, and now we feel aligned, confident, and in control.”
-Craig and Sandra.
FIND THE PROGRAM
THAT'S RIGHT FOR YOU
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  Do-It-Yourself
Financial Plan
Join the RobertsonCFP community and gain access to the education, planning tools, AI-powered resources, workbooks, and group-coaching support needed to build your own personalized financial plan. Step-by-step, you’ll learn how to organize your finances, make smarter financial decisions, and create a clear roadmap for your future—supported by Mark and a community committed to growth, accountability, and long-term success.
Price:Â From $47/month
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 Do-It-With-You
Financial Plan
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Through a personalized, one-on-one coaching process, Mark will help you clarify your goals, organize your financial life, and build a comprehensive financial plan designed to move you from uncertainty to confidence—and from where you are today to where you want to be tomorrow.
Price: $7,497
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Want to test drive before you buy?
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Here are 3 FREE options....
Free Financial Planning Quick Start Guide
Download my free Financial Planning Quick Start Guide.
Free Vision, Mission & Goals Module
Complete the first module for free. No credit card required.
Free Phone Call with Mark
Talk with me personally. Ask any questions. No pressure, just a conversation.
Do you want a quick "taste" to see what the Vision Module is all about?
Here are the first couple of minutes in the FREE Vision, Mission and Goals module.
Start the Course for FREE