You're In!

Welcome to the RobertsonCFP Founding Beta Group

Thank you for joining the RobertsonCFP Beta Test Program.

You are now part of a small group helping shape a new kind of DIY financial planning experience — one designed to make professional-quality financial planning more accessible, understandable, and empowering.

Over the next several months, you’ll receive early access to:

Financial planning courses
Interactive tools and calculators
Planning templates and worksheets
New features before public launch
Virtual focus groups and feedback sessions

Your honest feedback will directly influence how the platform evolves.

What Happens Next?

Step 1 — Watch Your Email

You’ll receive an email soon with:

Your beta access instructions
Login details
Early onboarding information
Upcoming focus group invitations

Step 2 — Explore the Platform

As a beta member, you’ll have full access to test:

The DIY Financial Planning Course
Financial dashboards and tools
Worksheets and templates
User experience and navigation

Step 3 — Share Your Feedback

We’re looking for honest, constructive feedback about:

Ease of use
Clarity of lessons
Tool functionality
Design and experience
Motivation and engagement