Atlanta GA. 770-450-6625_ Jupiter, FL 561-744-9547

Investor Coaching

At SmartPlan Investing, we believe that through knowledge and discipline, it gives the opportunity to achieve financial peace of mind. We offer clients the opportunity to attend scheduled workshops and have access to on demand video content.



“An investment in knowledge pays the best interest.”

– Benjamin Franklin


Discovering Your True Purpose for Money

“ If i were at the end of my life, what would have to happen for me to be able to say I have lived a life without regret?” 

A core attribute to building wealth is the emotional connection to what our true purpose is. We offer this workshop to help our clients on the path to understanding their true purpose for money.

Defeating Your Money Demons

Positive money beliefs can help lead to investing peace of mind. In defeating your money demons workshop,

there are four exercises. Each of these exercises have been designed to identify, analyze, unleash, and defeat your money demons.

Focusing On Your Future View

“What we focus on, we become.”

Focusing on your future view workshop is a different approach to goal setting. It begins with your true purpose for money and focuses on projecting into the future. There are 3 exercises that are designed and engineered to help you assess and focus on the next five years.

To view our recorded workshops you must register, Click here for more information. 
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