1:1 financial coaching

Your own CFP® professional,
a message away.

Work 1:1 with Matt, a CERTIFIED FINANCIAL PLANNER® professional. Unlimited messaging, a video call every month, and real guidance grounded in your actual numbers. No $250K minimum, no $10K/year fee.

Book a free 15-min callSee pricing

No pressure, no pitch. Just a real conversation.

Matt Schuberg, CERTIFIED FINANCIAL PLANNER® professional and founder of Planned
Who coaching is for

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.

How coaching works

From intro call to ongoing support

Three steps. No paperwork, no pressure.

1

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.

2

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.

3

Unlimited messaging + 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, CFP®

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.

Coaching is the part of the work he loves most: sitting with real people on real decisions, not just managing portfolios. Expect plain answers, a plan tuned to your situation, and someone who remembers what you talked about last month.

Read why he built Planned

Specialties

Debt paydownCash flow + budgetingFirst-time home buyersCareer transitionsCouples + moneyGoal-setting
Why work with Matt

Real credentials. Advice in your corner.

CFP® professional

Certified by CFP Board, the recognized standard for financial planning.

Held to a fiduciary standard

As a CFP® professional, Matt follows CFP Board's duty to put your best interest first.

Years with private clients

A full career advising private financial-planning clients before founding Planned.

30-day money-back guarantee

Start coaching risk-free. If it isn't a fit in the first month, get a full refund.

Coach plan

One price. Everything included.

$41.67/mo

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
Book a free 15-min callOr skip the call. Start coaching →

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 call

Or see pricing.