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Jonathan Ponds Smart Planner A Personal, Professional Report That Brings
Your Financial Life into Focus and Your Goals into View
Smart Planner is a personalized, confidential report covering every important facet of your financial life. It is based on a straightforward questionnaire that takes only about 30 minutes to complete. Your report is filled with information pertaining to your own financial situation. Any good road map tells you where you are and how best to get where youre going. Smart Planner is a remarkable and remarkably affordable report that does the same for your financial journey, helping you move toward your goals armed with knowledge, clear direction, and confidence. Important note: Smart Planner is available only through your public televison or public radio station. It is not available elsewhere.
Smart Planner is: Unbiased
Your report provides objective information and guidance, unlike costly reports prepared by large financial institutions that promote their own products and services. Confidential
Your questionnaire and report will be kept strictly confidential and your name will not be given to any other organization. Personalized
Your report is based on an in-depth analysis of your responses to the questionnaire. It deals with your own unique needs and covers every important investing and financial planning area that is relevent to you. No two reports are alike. Encouraging
With your concise, no-jargon report in hand, youll be armed with a powerful and sensible second opinion on matters that are specifically relevant to your unique situation. Smart Planner will identify strengths, reveal potential problem areas, and outline specific, step-by-step future strategies from investing, savings and insurance, to tax matters and retirement planning
Q & A Frequently Asked Questions about Smart Planner
What is Smart Planner? While it begins with a personal questionnaire, Smart Planner doesn't end when you receive your personalized report. Rather, your report is a process that allows you, perhaps as never before, to move knowledgeably and confidently from the present to the future. Smart Planner is not offered to the general public and is available exclusively to public television and public radio members. Who Should Use Smart Planner? Financial wellness is a goal for virtually everyone. Over the last decade Smart Planner has been used successfully by individuals and couples just starting out, mid-career families, wealthy individuals, pre-retirees and retirees. If you don't currently have a financial plan, Smart Planner will help you develop one; and if you do have a plan, Smart Planner gives you the power of a second opinion in weighing your plan's strengths and weaknesses. How is Smart Planner different from other financial plans? Smart Planner is completely unbiased, objective and obligation free. It is not intended to sell you any particular product or service; no solicitaion of any kind will follow. While your report will provide specific strategies and recommendations, the report is yours alone and you are free to use its information as you desire. How difficult is the questionnaire? The power of Smart Planner lies in its high degree of relevance to your own situation. Thus, the questionnaire is very comprehensive in nature. But the questions are straightforward with most people able to complete it in under an hour. Who will have access to the information in my questionnaire and personal report? All information received from and sent to you will be kept strictly confidential. Your name will not be given to any other company or organization. How long will it take to receive my personalyour Smart Planner report? You will receive your Smart Planner personal report by mail within four weeks after submitting your personal questionnaire. Exactly what type of information will I receive in my personal report? Based upon your completed questionnaire Smart Planner will be fully comprehensive and personalized. While no two of the 30-45 page reports are the same, all address these key financial areas: A clear explanation of what steps should be taken to improve your financial security Investing wisely (even if you're just starting) Obtaining the right kind of insurance at the best price Planning for major expenses like a new home or college Planning for a financially-comfortable retirement Minimizing income taxes Preparing key estate planning documents
What else can I expect in my report? Your report will also include a priority listing of the report's recommendations so you can take immediate action on the most important financial matters; a diversified investment strategy including a list of top, no-commission mutual funds; worksheets, checklists and a list of free publications and web sites to assist you in future financial decision making. You may choose to receive your worksheets either on paper or, if you have access to a computer, you can receive the worksheets on a diskette. The choice is yours.
What do I do after receiving and reviewing my Smart Planner report? The future is yours and your report will contain recommendations on actions you should take either on your own or when seeking additional guidance from attorneys, insurance agents, investment advisors, tax consultants and financial planners.
Harness the Power of Jonathan Pond Through his books, PBS television programs, network TV appearances, and radio programs, Jonathan Pond has brought concise, understandable, unbiased financial guidance to millions. SMART PLANNER is the result of over a decade of Jonathan's work to bring his award-winning brand of personalized financial insights and direction to individuals and families, young and old, wealthy and those just starting out. Tens of thousands of people have already benefitted from his personalized reports. Through SMART PLANNER, Jonathan's powerhouse thinking provides a highly personalized review of your finances tailored specifically to your own circumstances and resources.
Critical Acclaim for Jonathan Pond
Emmy Award
for his contributions to a television series on financial planning in the 21st century
Malcolm S. Forbes Public Awareness Award
for Excellence in Advancing Financial Understanding
Gold Medal
Worldfest International Film Festival
for his program on how to benefit from new tax regulations
Bronze Medal
Houston International Film Festival
for his latest public television special __________________
Jonathan Pond, a Certified Public Accountant, was educated at
the University of North Carolina, Emory University and Harvard Business School. His objective and entertaining style makes him one of the nation's
most sought-after speakers on investing and personal financial planning.
For more information on why Jonathan Pond has been called
"America's Financial Planner"
visit his web site at http://jonathanpond.com
HERES WHAT SOME PEOPLE WHO HAVE ALREADY TAKEN ADVANTAGE OF
SMART PLANNER HAVE TO SAY: After hearing other people rave about their Jonathan Pond personalized financial reports, I ordered one. I was (and still am) amazed at how accurate, unbiased, and informative it was! I have used many financial tools in the past that claim to give personalized information, but nothing compares with the guidance in my report. Its like my own money reference guide. I cannot thank you enough for your report, which I continue to reread. I am taking your advice in small steps, but with the whole picture in mind. P.D. Please accept my thanks for a job well done. Ive paid a lot of attention to my investments and other financial matters over the years. I also have used financial people to advise me, so I didnt think your report was going to tell me things that I didnt already know. But it did. In fact, the report contained several great tips and recommendations that neither my advisers, nor I had ever thought about. I didnt think your report could do it, but youve helped me make some big improvements in my personal finances. T.C. I want to let you know how important our financial report has been to our family. Like many parents, we felt like we werent making a lot of progress with our money. But your report showed us ways to improve our current financial situation and to have a better financial future. Im happy to report that in the six months since you sent us our report, weve done all of the high priority items you recommended, including getting wills, adding to our retirement plans, and acquiring more insurance. Weve also been able to save money by making some financial decisions on our own. My husband and I now know we can reach our financial goals thanks to you. J.L. Your financial planning report has meant a great deal to me. Im one of those baby boomers you read about 15 years until retirement with not a lot to show for it. Frankly, I pretty much thought my situation was hopeless. But you have given me hope and a lot more sleep! True to its name, my report is a well-organized road map to a better financial life which I refer to constantly. I know Ive got my work cut out for me, but for the first time I feel good about my financial future. Youre offering a wonderful service, and I sincerely appreciate it. B.N.
A Note from Jonathan Pond
Smart Planner has taken on a life of its own in my life. I have spent the past decade developing and refining it with one objective in mind: to give you financial guidance that will help you and your loved ones enjoy a better financial future guidance you can trust. But letters like the ones that appear above sustain me during the long hours I spend working on Smart Planner. It gives me immense pleasure to be able to make a positive difference in peoples financial lives, and I sincerely appreciate the trust they have placed in me. 
There are two ways to order Smart Planner:
http://www.pbs.org If your local station isn't offering Smart Planner the following stations do offer Smart Planner on their websites. (If the web addresses listed below do not take you directly to the page containing Smart Planner, scan the page for a link to "membership" or "store" which should get you to the correct page):
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