Planned is not a registered investment adviser. Coaching is educational and does not constitute investment, tax, or legal advice. Matt Schuberg is a CERTIFIED FINANCIAL PLANNER® professional certified by CFP Board; CFP® certification is an individual credential and does not represent certification of Get It Planned, Inc. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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Matt Schuberg, CFP®