Become a Life Time Family and Friends Member of RobertsonCFP.
This is your opportunity to help build something special from the very beginning.
The RobertsonCFP Family and Friends Membership is for people who want more than financial information. It’s for individuals who want clarity, structure, accountability, and direct access to a trusted Certified Financial Planner they personally know.
If you believe in taking control of your own financial future instead of turning it over to expensive advisors, this community was built for you.
Reserve Your Spot
Limited to the first 50 people
Your Family & Friends Benefits
Lifetime Discounted Pricing
Special Community Recognition
Early Access to New Tools and Features
Exclusive Access to Mark
Family and Friends Pricing
Nothing due today, just reserve your spot.
Pay only $5/month with annual billing.
Regular membership pricing is $60/month, your rate is a 92% discount. Guaranteed for life.
You Already Know Mark
For more than 25 years, Mark has helped individuals and families create financial plans built around their real lives and goals.
Mark is a Certified Financial Planner™ Retired Army Colonel, University Professor, and business owner who believes financial planning should not be complicated, intimidating, or reserved for wealthy people.
RobertsonCFP was created to give people a practical, affordable way to build their own comprehensive financial plan with professional guidance and modern A.I. technology.
This is not about selling financial products.
This is about helping people build confidence, clarity, and control over their financial future.
I'm building RobertsonCFP with my family members in mind. I want to give you tools that can bless your life and help you realize your life dream.
My children and my nieces and nephews in their 30's and 40's will benefit the most from this. But I think there is something here for everyone regardless of their age.
Please let me know what you think of this.
Love,
Mark, Dad, Uncle Mark, Grandpa, etc.
The Family and Friends Membership Launches June 2026
We are preparing to officially launch RobertsonCFP early next month.
The first 50 people to reserve their place will receive:
- Family pricing for life
- Priority access at launch
- Family recognition
- Early access to future tools and features
- Exclusive Family & Friends opportunities
Once the 50 Family and Friends positions are filled, registration closes permanently.
Reserve Your Family Invitation
Early Access * Launch Updates * Family Announcements * Official Invitation When Doors Open * Deep Discounted Price Guaranteed for Life * Special Recognition
