Smart Planner Introduction

Are you challenged financially or looking for an unbiased second opinion on your finances?

Did you know that 81% of Americans identify money as a significant source of stress in their lives? Or that 61% of Americans report having ‘serious financial problems’? Did you know that low financial wellbeing can lead to stress, anxiety, insomnia, headaches, and depression?1,2,3

Smart Planner puts you in control of your financial well-being.

We focus on resolving core elements of your personal financial situation, and provide advice that is simple, clear, and 100% free from 3rd party conflicts of interest.

Smart Planner takes data confidentiality seriously and we deliberately do not store any traceable data about you or your family.

No matter what your income level or current financial status, we can all do better. Smart Planner helps everyone make smart decisions, and avoid bad decisions.

See our FAQ for more information.

Secure & Personal

Financial planning is about a lot more than getting your investments in order, and it doesn’t have to be overly complicated. Smart Planner’s confidential financial planning profile is designed for ease of use, and delivers highly personalized advice that you can start implementing today, without requiring you to unearth a lot of obscure financial information.

Smart Planner Personal Profile

  • Review the Smart Planner Privacy and Security Policy and Terms of Service.
  • Block out 30 minutes in your day to fill in details that we hope will help you for years to come.
  • Complete the confidential Smart Planner profile.
  • Your report will be generated immediately upon your final submission of the Smart Planner profile.

Further Guidance

  • You will be able to save responses to the Smart Planner personal profile but you will only be able to submit once.
  • Smart Planner will not be able to process your personal profile until all questions are completed.  It is your responsibility to complete all questions to your satisfaction.
  • If you have further questions, please consult the FAQ.
  • Individual inquiries or feedback may be submitted via the “Contact” tab on the Smart Planner123.com website.


  1. American Psychological Association Survey
  2. Kaiser Family Foundation Survey
  3. Gallup: The Business Case for Well-Being



Sign up for this simple, powerful system.

If you want to get started for only $40, sign up now.