Contact
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Category & trade
Primary
financial-planning · embed-ft 0.58
Tree path
Personal Finance › Financial Planning
Group (tier-1)
Also (top-3)
personal-finance0.25
Tech stack
CMS
E-commerce
Analytics
CDN
Framework
AI readiness
AI-Readiness score
65 / 100 · ready · see similar
AI training policy
reserved
AI-bot protection
Blocked AI bots
AI files
Evidence
robots:GPTBot+ChatGPT-User+anthropic-ai+Claude-Web+PerplexityBot+Bytespider+CCBot+Google-Extended+cohere-aillms.txt
Compliance (GEO / GDPR)
TLD
Overview
Title
EchoPlan — Advisor-Level Financial Planning System for DIY Households | $197 One-Time
Description
EchoPlan is a comprehensive offline financial planning system of 70+ PDF worksheets and fact sheets covering taxes, retirement, insurance, estate, and cash flow. Built by Athena Advisor Services for DIY households. One-time purchase of $197 replaces months of advisor meetings.
Final URL
Language
en (html)
Scanned at
2026-06-21 11:18:48