How Smart Planner Works

Smart Planner is a secure, online, anonymous financial guidance tool.

It is based on a confidential personal profile that's easy to fill out, takes less than 30 minutes, and provides a wealth of feedback.

Our online financial planning system is private: you don’t even need to give us your name!

The secure online form asks a series of questions about your financial situation.

The personal profile adapts to your situation, focusing on questions that apply to you.

Smart Planner generates a custom, private report and makes it available to you in your browser and via email.

Your report will cover areas of importance just for you and your unique situation.

The report contains a priority list that will help you make smart decisions about what financial matters to tackle first.

Sign up for this simple, powerful system.

If you want to get started for a one-time charge of only $40, sign up now to take charge of your financial future.