Our Process

Our Process

Our process of shifting your experience from scarcity to abundance can be broken down into four simple steps:
Connecting, Coaching, Consulting and Committing.

We will guide you through the process step by step. Call 561-744-9547 ext 2
*Please feel free to utilize our virtual scheduler, this is for investors use only. Advertising or Sales inquiries are strictly prohibited.

Step 1

Connecting

The very first step is to connect with one another. We have several options to fit a variety of needs, such as: In-Office Meetings, Phone Calls, On-Site, and our most popular: The Virtual Meeting.

Schedule Meeting with Roy

Step 2

Coaching

Think of it as life-coaching for investing. Coaching is an on-going journey and a key element of our process. You are encouraged to attend our American Dream Experience and quarterly coaching events. 

View Calendar

Step 3

Consulting

This is where we will look at your assets and liabilities; as well as, your risk tolerance and time horizon. This mixed with the Investor Inventory, MRI and Coaching event will help you make an informed decision that you are comfortable with.

Step 4

Committing

The last step is making a lifelong commitment to this journey. Meaning you are ready to move forward working with SmartPlan Investing and are committed to the coaching process.

Mission Statement

Empowering transformation and discovery around money and investing for every family member to create a life and future they love.

Core Values

Love

We love because he first loved us. 1 John 4:19

And you shall love the Lord your God with all your heart and with all your soul and with all your mind and with all your strength. The second is this: ‘You shall love your neighbor as yourself.’ There is no other commandment greater than these.” Mark 12: 30-31

Integrity

We are our word.

Coaching

Developing investors to be prudent and disciplined throughout an entire lifetime.

Academic Investing

We are a stand to protect families from speculating and gambling by providing investment solutions backed by Nobel-Prize winning academic principles.

Do you have questions about your financial picture? Let's talk about it.

At SmartPlan Investing we have found that there is a profound difference in one’s investing journey when they work with a coach. A coach will help you transform your experience with money and investing in a new and powerful way. Explore our upcoming events and talk to a coach today to be registered into the coaching program.