Governance

Proposals are voted on by the PlannerDAO community, with each PLAN token representing one vote.

People

PlannerDAO is created for the financial planner community by Steve Larsen, CPA, CFP® and Adam Blumberg, CFP®.

Operations

PlannerDAO does not have labor costs, rent payments, or other overhead expenses. We are a governance organization with a community treasury created to promote fiduciary financial planning. 

Proposals successfully passed by the PlannerDAO community are implemented by the community and the firms they work for. Examples of this include, but are not limited to:

Education

PlannerDAO will contract with education providers in the community for the creation and dissemination of educational materials to promote topics important to financial planners and their clients. DAO Working Groups will manage certification and endorsement programs for planners.

Partnerships

PlannerDAO will actively pursue partnerships that benefit the community. Areas of focus will include decentralized finance, non-custodial wallets, and insurance solutions to assist with the safekeeping of our clients’ funds. 

Formal partnership opportunities will be presented to the voting membership of PlannerDAO for approval.