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Become a Founding Member of the RobertsonCFP Founders Circle

 

This is your opportunity to help build something special from the very beginning.

The RobertsonCFP Founders Circle 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 with more than 25 years of experience.

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 Founder Benefits

Lifetime Discounted Pricing

 

 

Special Community Recognition 

 

 

Early Access to New Tools and Features

 

 

Exclusive Access to Mark Robertson

 

 

Founders Circle Pricing

Nothing due today, just reserve your spot.

Pay only $20/month with annual billing.

Regular membership pricing is $60/month, your rate is a 67% discount. Guaranteed for life.

About Mark

For more than 25 years, Mark Robertson 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.

The Founders Circle Launches June 2026

We are preparing to officially launch the RobertsonCFP Founders Circle early next month.

The first 50 people to reserve their place will receive:

  • Founder pricing for life
  • Priority access at launch
  • Founder recognition
  • Early access to future tools and features
  • Exclusive Founder opportunities

Once the 50 Founder positions are filled, registration closes permanently.

Reserve Your Founder Invitation

Early Founder Access  *  Launch Updates  *  Founder Announcements  *  Official Invitation When Doors Open  *  Deep Discounted Price Guaranteed for Life  *  Special Recognition