Have you heard about Planning Made Simple yet?
I'm excited to share our courses, community, and coaching with you. If you have any questions, please reach out to me personally.
What is Planning Made Simple?
Education.
UNLIMITED ACCESS TO COURSES
Empower yourself with courses that provide an insightful look at taxes, investing, retirement planning, and more.
- Arm yourself with the knowledge you need to feel empowered and confident to invest in any market climate.
- Learn from our experts who have more than 25 years of experience.
- Choose topics that interest you most and gain a better understanding for your future.
Community.
JOIN A CONVERSATION THAT MATTERS
Connect with other investors in a one-of-a-kind community.
- Interact with licensed investors and non-licensed investors to grow your knowledge as you challenge one another (respectfully of course!) to become a better investors.
- A monitored community means less misinformation and trolling, more information you can trust, and a community you’ll want to be a part of.
- Helping you to get answers to some of your toughest questions, offer opinions or just share industry trends.
Opportunity.
ONE-ON-ONE FINANCIAL COACHING
You’ll have the opportunity to connect with a certified advisor along your journey to ensure you’re getting where you plan to go.
- Planning Made Simple offers you the answers, opportunities, and support you need as an investor.
- Our growing community of certified coaches hold some of the top professional designations in their respective fields.
- You’ll have the opportunity to connect with a Planning Made Simple coach who can help guide you through courses and the investing process should you need it.
GROUP PLAN ACCESS
Planning Made Simple membership plans include a registration add-on giving you the opportunity to invite your significant other to join the community.
Enter their name and email during registration and they will receive an invitation.
Will you join us to make Planning Made Simple a community with purpose?
If membership costs are an issue, please reach out to me and we'll share a custom discount code for your subscription.
I don't want cost to be a factor in having you join Planning Made Simple.