A CFP® professional
in your corner.
Async chat anytime. A video call every month. Real human guidance grounded in your real numbers, without the $250K minimum or $10K/year fee.
No card required. Just a conversation.
Matt Schuberg
Your coach
CERTIFIED FINANCIAL PLANNER®
When AI alone isn't enough.
The AI plan handles the day-to-day. Coaching is for the conversations you've been putting off, and the accountability to actually move.
You keep stalling on the big decisions
Should I pay down debt or invest? Is now the time to buy a house? What about that career pivot? AI can model the math. A human helps you actually decide.
You want a plan you'll actually follow
You've made plans before. They didn't stick. A monthly check-in with someone who knows your situation makes it harder to drift, easier to course-correct.
Your life just changed
Marriage, a baby, a new job, a layoff, an inheritance. The moments when your money plan has to change fast, and you'd rather talk it through with a person.
From intro call to ongoing support
Three steps. No paperwork, no pressure.
Book a free 15-min call
No card, no commitment. We talk through what's going on and whether coaching is a fit. If it's not, no hard feelings.
Get your plan, reviewed by a human
Start the AI plan to build your full picture, then your coach reviews it and refines the priorities so you know what to do first.
Async chat + monthly check-ins
Message your coach Mon–Fri, get a response within 24 hours. Hop on a 30-min video call once a month to keep momentum.
Meet your coach
Matt Schuberg
CERTIFIED FINANCIAL PLANNER®
Matt spent his career in private financial planning before founding Planned. He's a CERTIFIED FINANCIAL PLANNER® professional certified by CFP Board.
He built Planned because the same planning methodology used for $250K+ clients should be available to everyone. Coaching is how he gets to keep doing the work he actually loves: sitting with real people, on real situations.
Specialties
Coach plan
One price. Everything included.
Billed annually as $499.99/year
- Direct 1:1 access to a CFP® professional
- Unlimited messaging
- One 30-min video call per month
- Personalized plan, refined by your coach
- Full Planned AI app included
30-day money-back guarantee · Cancel anytime
Coaching is educational, not investment advice. See FAQ.
Coaching FAQ
Talk to a CFP® professional. No card required.
Book a free 15-minute call. We'll talk through your situation and whether coaching is a fit.
Book my free callOr see pricing.