We receive a lot of inquiries about where to obtain Jonathan Ponds personalized financial review reports, called Smart Planner and Smart Investor.  Theyre available only through public television and had heretofore been available only during the periodic airing of Jonathans public television specials.  But due to the overwhelming popularity of these services (as well as the much-appreciated revenues they generate for public television stations throughout the country), a steadily increasing number of stations are making Smart Planner and Smart Investor available year round.  Here are the details:

Smart Planner and Smart Investor are confidential personalized financial reports developed by Jonathan Pond.  They are available by making a contribution to a public television station.  What has made them both so popular is that these reports provide financial guidance that is specific to your own situation guidance thats objective, helpful, and understandable.
Both Smart Planner and Smart Investor start with a confidential questionnaire thats sent to you shortly after you make your pledge.  After completing the questionnaire each takes about a half hour to fill in, send it to Jonathan Ponds office and within about three weeks youll receive your personalized report.

Smart Planner provides guidance on all areas of your financial life.  Its the culmination of over a decades work by Jonathan to bring affordable, personalized, and objective financial guidance to people of all financial walks of life.  Heres how it works.  Shortly after you make your contribution, you will receive your confidential Smart Planner questionnaire. The questions are easy to answer and it takes only about a half hour to complete the questionnaire. When you do, simply send it to Jonathans office in Boston.  Within three weeks of my receiving your questionnaire, you will receive your personalized Smart Planner report.  No two Smart Planner reports are alike since everyones financial situation is different.  But each report covers all or most of these important financial areas.  It all depends on your own financial status and needs.  And Smart Planner works no matter what your age, income or family status may be.  Incidentally, Smart Planner is the most popular gift ever offered on public television.  For more information on Smart Planner, click on:

Smart Investor is completely different from Smart Planner.  Smart Investor takes an in depth look at your investment situation.  Like Smart Planner, it too is based on a confidential and easy-to-complete questionnaire that youll receive after you make your pledge.  Your personalized Smart Investor report ranges anywhere from 25 to 40 pages in length, depending on your investment situation.  No two Smart Investor reports are alike, but each report shows you how to diversify your various investment accounts, recommends specific no-load mutual funds, and provides a priority list of the best places to invest your money in the future.  What has made Smart Investor so popular is that the guidance it provides even the mutual fund recommendations are based entirely on your own investment status, and it provides useful, objective guidance that is appropriate to your level of investment knowledge.

So while Smart Investor takes a close look at the all-important area of investing, Smart Planner reviews every area of your financial life thats important to you.  Many thousands of people have taken advantage of both because theres no overlap between them.  Either or both will help you make the most of your money.   But theyre available only through public television.
 
 

 
Heres how to order Smart Planner or Smart Investor or both:

Call your local public television station to see whether theyre offering Smart Planner and Smart Investor as member thank you gifts.  You can find out how to reach your local station by using the station finder on the PBS web site, pbs.org:

If youre local public television station is not offering Smart Planner or Smart Investor, you can order it through one of the following stations: