Our Process

Our process of shifting your experience from scarcity to abundance can be broken down into three simple steps:
We will guide you through the process step by step.


Your journey begins with your very first virtual coaching session. This introductory coaching session is held once a month. You could continue doing investing the way you always have, or you can powerfully choose to discover how investor coaching can make a difference while you create a life worth living.


During your consulting meeting we will discuss your short-term and long term-goals, and help you create a game plan to win.

Call 561-744-9516

*Please feel free to utilize our virtual scheduler, this is for investors use only. Advertising or Sales inquiries are strictly prohibited.


This is where you will say “I do” to your portfolio. This is a life-long commitment to fulfilling your dreams. We make the committing process quick and easy through our virtual signature option.

Do you have questions about your financial picture?

Let's talk about it.

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Interested in learning more?

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  • qxif-envelopeinfo@smartplaninvesting.com
  • qxio-ios-telephoneJuno Beach, FL: (561) 744-9516
  • qxio-ios-telephoneAtlanta, GA: (770) 450-6625
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  • qxio-ios-location14255 U.S. Highway One, Suite 240 Juno Beach, FL 33408
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  • qxif-envelopeinfo@smartplaninvesting.com
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Attend the American Dream Experience