Planning Made Simple

Planning Made Simple is a solution-driven startup with a mission to assist advisors in maximizing their time. Through personalized introductions facilitated by CPAs, the company helps advisors connect with their ideal clients on a monthly basis, ultimately transitioning their approach from sales-focused to having prospects seek out their services. This innovative model not only empowers advisors to gain more quality time with their families but also ensures a healthy increase in their profit margins, eliminating the need for excessive spending on marketing efforts. Since its inception in 2019, this disruptive startup has been making waves in the industry, offering a unique solution to a common pain point for advisors. With a focus on efficiency and tangible results, Planning Made Simple presents a compelling opportunity for venture capital firms looking to invest in forward-thinking and impactful ventures.