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.
Here's what our members are saying.
Not your average courses or conversations. Planning Made Simple is not only easy to use but easy to understand. Both my wife and I appreciate knowing this community isn’t like other social media and the information we learn here is taught by some of the top professionals in their field. This platform is worth joining.
John and Brenda Orlando
Retired Investor & Spouse - Minneapolis, MN
The courses are perfect for my level of attention. I can dig deeper on topics I care about, or ask community members for feedback on where to start learning next. Planning Made Simple feels like the piece I was missing to really skyrocket my retirement planning. #worthit
Bill Dunnham
Independenet Investor - San Diego, CA
Planning Made Simple changed the course of my investing. As a newer investor and a retiree, I was looking for ways to better understand my investments and how I can ensure they’ll benefit my family after I’m gone. Not only did the courses help educate me, but my fellow investors were there to answer questions and helped to guide me through my investment... Read More
Janes Weiss
Retiree & Independenet Investor - Charlotte, NC
Planning Made Simple changed the course of my investing. As a newer investor and a retiree, I was looking for ways to better understand my investments and how I can ensure they’ll benefit my family after I’m gone. Not only did the courses help educate me, but my fellow investors were there to answer questions and helped to guide me through my investment process.
I cannot recommend Planning Made Simple enough.
Janes Weiss
Retiree & Independenet Investor
Charlotte, NC
If you’re thinking about joining Planning Made Simple, I cannot recommend it enough. As an investor with years of experience I enjoy the discussion I have with other investors on the platform. Staying up to date with trends in the industry and sharing tips on investments as well as retirement plans.
Robert Bishop
Non-licensed Investor - North Carolina
Select your Planning Made Simple Membership Level.
Membership Plans
Each plan includes an additional account for your spouse / significant other.
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.
You've got questions
We've got answers.
If you have questions about Planning Made Simple - how it works and what it does, check out these frequently asked questions (with answers.)
What is Planning Made Simple?
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