Contact SmartFinance Plan Network

No. We are a planning platform with an advisor directory. We do not manage assets or provide personalized advice ourselves — our directory connects you with independent, separately licensed professionals.

They use standard financial formulas (compound interest, amortization) and are accurate given the assumptions you input. They assume a constant rate of return and don't model real-world market volatility, taxes, or fees unless specified.

We recommend independently verifying any advisor through FINRA BrokerCheck or the SEC's Investment Adviser Public Disclosure database before engaging their services, regardless of where you found them.

No. The Planning Vault and calculator suite are free to use. Consultations booked with individual advisors may involve their own separate fee structures, disclosed directly by the advisor.

Our small team typically responds within 1–2 business days. Advisor and partnership enquiries may take slightly longer as they involve an internal review step.