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.
After spending over twenty years in financial services, I genuinely thought I’d seen it all — every system, every coaching program, every so-called ‘next big thing.’ So I’ll admit, I was skeptical when I first heard about Advisors Ascend. But what I didn’t expect was to find something that not only made my practice more efficient — it actually made me excited about the work again.
As a new financial advisor, Advisors Ascend and the study groups have been invaluable tools for me. Advisors Ascend has equipped me with the system to build my book of business with my ideal clients, refine my planning process, and prioritize my time.
Kyle
Financial Advisor
As the old dog who’s been in the business for 40 years, this group has revitalized my business and allowed me to own my time. If I had this system when I started my practice, I wouldn’t need to write this quote.
Bruce
Financial Advisor
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?
How do I join the community?
How much does membership cost?
What courses are available?
How do I get additional help?
What if I need to cancel my subscription?
