Find a Planner

Jason Smith and his training organization, Clarity 2 Prosperity, provide regular live training opportunities to qualified financial planners to earn The Bucket Plan® Certification. Planners who achieve this certification have completed an online course and test, and one and a half days of hands-on training and passed a proctored exam verifying they have mastered each of the steps and tools described in this book, including how to:

  • Teach the money cycle, sequence of returns risk, and The Bucket Plan® philosophy
  • Uncover, subcategorize, and inventory all assets through the Asset Sheet Questionnaire
  • Identify supplemental income needs through the Income Gap Assessment
  • Determine risk comfort level for each bucket through the Volatility Tolerance Analysis
  • Design an income plan coordinating insurance and investments
  • Represent a best interest standard for you as the client through this planning process

Find A Planner

Use the map below to find a planner in your area who has The Bucket Plan® Certification! Enter your location (city, state, or zip code) in the search field below and if there are nearby financial planners, they will show at the top of the listings and on the map. Click a planner’s listing for information and directions.

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Disclaimer Regarding Planners Identified on the Site

This website maintains a list of planners who have attended The Bucket Plan® Training and have completed a proctored exam to receive a certification through Clarity 2 Prosperity. Clarity 2 Prosperity provides training to financial professionals in exchange for a fee. Any planners listed conduct their own practices that are independent of Clarity 2
Prosperity, and they are not endorsed by Clarity 2 Prosperity or Jason Smith. Clarity 2 Prosperity expressly disclaims responsibility for any financial advice or any other services provided by any of the planners identified on the site. Investors are encouraged to evaluate and complete due diligence before choosing to hire a planner.