Our Values

Our 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.

Atlanta, GA

Jupiter, FL

(770) 450-6625
(561) 744-9516
This email address is being protected from spambots. You need JavaScript enabled to view it.
Visit Us on Facebook

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.