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:
- Coordinating partnerships
- Managing certification programs
- Hiring outside contractors
- Creating educational material
- Implementing marketing and advertising proposals
- Applying for grants in the Ethereum community
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.
PLAN TOKEN
- PLAN on Etherscan
- Name: Planner Token
- Ticker: PLAN
- Decimals: 18
- Token Contract Address: 0x8D7acC5d07818f187ab70b6033c690FD67C96D98
PLAN is the DAO’s native governance token issued to licensed financial planners and used to coordinate economic and social activity within the community.
Initial Distribution
PlannerDAO is creating 10,000,000 PLAN tokens for the financial planner community. Initial distribution will be as follows:
- 9,000,000 - PlannerDAO Community Treasury (90%)
- 1,000,000 - Founder Tokens (10%)
PlannerDAO Community Treasury - 90%
Tokens for new members will be issued by the community treasury. The DAO will also use PLAN tokens to compensate member for implementation of initiatives, or to reward members for their contributions.
As the PLAN token gains value, PlannerDAO will gradually swap PLAN for interest-bearing tokens to create an ongoing source of revenue to support the financial planner community.
Founder Tokens - 10%
The founders are donating Certified Digital Asset Advisor certification course, the premier digital asset certification and training platform in the industry, to PlannerDAO in exchange for PLAN. The tokens will also serve as potential reimbursement for time and costs incurred for establishing the DAO, as well as aligning founder incentive to continuously promote the PlannerDAO community.
PLAN Issuance Policy
New PLAN tokens will not be minted, total supply is fixed at 10,000,000.
Licensed financial advisors in the United States qualify to claim 100 PLAN tokens at no cost. When registering for the PlannerDAO community, advisors will be required to provide an active CRD number as well as a public Ethereum address.
Upon verification that licence(s) are in good standing, the advisor’s public Ethereum address will be authorized to withdraw 100 PLAN tokens from the community treasury.
Issuance of PLAN tokens to international chapters will be determined by vote in the PlannerDAO community.
Community Treasury
Official Address: plannerdao.eth
The community treasury will allocate PLAN and other tokens acquired to fund initiatives approved by the membership. PlannerDAO will accept donations of cryptocurrency from other members of the digital community.
Initially, the treasury will be controlled by the founders of PlannerDAO.
PlannerDAO will transition to a non-custodial, multisig wallet when feasible. Long-term the DAO will control the treasury directly, with the membership approving all transactions.
