Find A Bucket Plan Certified® Planner

Jason Smith and his training organization, Clarity 2 Prosperity, provide regular live training opportunities to qualified financial planners to earn The Bucket Plan Certified® designation. Planners who achieve this designation have completed an online course and test, two 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, sub-categorize, 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

Why Use A Bucket Plan Certified® Advisor?

Bucket Plan Certified® advisors are taught to use a set of planning tools that ensure a comprehensive holistic planning process for clients. The resulting Bucket Plan accounts for your unique income needs, time horizon, volatility tolerance, and tax situation for a personalized and product-agnostic financial plan. The proven process ensures advisors ask the right questions and identify all necessary considerations to design a structured and comprehensive plan that supports the future you want now, soon and in the distant future.

Benefits of Working with a Bucket Plan Certified Advisor:

  • Ensures recommendations are made with your best interest in mind
  • Receive a comprehensive and holistic financial plan
  • Confidence that your advisor is committed to ongoing professional education
  • Education on key concepts to ensure you can make informed decisions

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. To file a complaint regarding any of the Bucket Plan Certified advisors, please contact us at (888) 240-1923 or by email at