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Jennifer Foster has been with the company since 2003.  Growing up Jennifer did not have plans to work in the financial services industry; in fact, it is the last industry she would have considered. She planned to go into cosmetology. Clearly, the Lord had other plans. She ended up working for SmartPlan Investing’s sister company Wiley CPA. She was hired to do administrative work, but moved up quickly in the company and benefited from on the job training. Shortly after being hired, the President of the company began introduce investment solutions. Even though he walked away from investments years before over frustrations with the industry. He finally found the solution he was seeking that could not only help him, but his clients. This provided another opportunity for training for Jennifer, and where her passion blossomed.

Being a single mom with no support, Jennifer struggled with her own finances for many years. This was not an area she was taught growing up. Jennifer’s life was profoundly changed when she discovered her own true purpose for her money. This changed everything for her. Now, how she chooses to spend, save, give and invest - yes, invest - changed. For the first time she found a way to follow a budget in a way that worked for her. She began aligning her spending with her purpose. Her purpose also led her to sit for the rigorous Series 65 Investment Adviser Representative exam, so that she could coach others in discovering their purpose. Jennifer is a compassionate coach. However, she is unwavering in her beliefs, which serves her clients well when they need someone to stand firm. Jennifer has extensive knowledge in the Nobel-Prize winning investing academics that make up the Matson Method used by SmartPlan. She is able to relay complex theories in a fun and relatable way.

In her free time, she loves to spend time with her daughter, serve her church, and host parties and dinners.

Upcoming Events

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Who is SmartPlan?

Jennifer Foster is a Wealth Coach with SmartPlan Investing a Registered Investment Advisory firm with offices in Jupiter, Florida and Atlanta, Georgia. SmartPlan Investing provides investing solutions in a smart and simple way; as well as, an investor coaching experience. SmartPlan’s investing approach is built on award-winning academic principles, not on forecasts or predictions about the future. SmartPlan is also known as a Fiduciary and always acts in the best interest of the client. SmartPlan has served Dave Ramsey’s listeners for several years and their sister company Wiley CPA has served as an Endorsed Local Provider for Ramsey for over 10 years. The Investor Coaching Experience is designed to empower you and your family to live your life on purpose while investing to secure your future.  

Jennifer and her team recognize that financial decisions are often based on emotions and that can be destructive when it comes to the success of your investing journey. Their goal is to provide a transformation around money and investing from something often thought as a transaction to an awesome engaging experience. Their coaching program allows you to discover the common investing pitfalls and how to avoid them, so you have an opportunity to experience freedom and fulfillment. The investing method the firm utilizes is based on over 50 years of accepted financial research and has been implemented and proven with real clients since 1992, and backed by award-winning economic principles.
qxio-social-youtube Discover Your True Purpose for Money

Savvy Biz Chick's Corner

Nothing works unless you do. What I have learned is that I must plan my work and then I must work my plan. It does not matter if you are the CEO of a large company, run a small business, doing deals in heels, or you are a stay at home mom, my weekly action guide can help you create the actions needed to get the result you desire. Results don’t just happen, at least not the good ones. Start with creating your future. What do you what your company or family to look like in 10 years? How many locations do you want? How many employees will you need? How much in revenue do you need to make? What kinds of benefits do you want to provide? These are just a few questions to consider.

Once you create your future, it’s time to put it into action. What actions do you need to take this week to fulfill on your created future? When do you need to take those actions, or when are you committed to completing those actions? Who would you need to have conversations with to accomplish them? Who are you committed to having conversations with?

Don’t forget to track your results. What was the outcome of you being in action? What did you accomplish? Who did you speak to? Do this each week and you’ll see your future happening right before your eyes. Download my FREE Weekly Action Guide to get started. Your plan will work, if you do.
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Her commitments

  • qxif-chevron-rightTo transform your investing experience through coaching.
  • qxif-chevron-rightTo protect you from speculation and gambling.
  • qxif-chevron-rightTo help you identify the common destructive investing pitfalls and how to avoid them.
  • qxif-chevron-rightTo empower you to discover your TRUE purpose for money and allow you to realize your dreams.
  • qxif-chevron-rightTo align your purpose with your spending, saving, investing and giving decisions in a new and powerful way, so that you can achieve more with your money.

Fun Facts about Jennifer

  • qxif-check-squareBurger King was her first and second job.
  • qxif-check-squareShe had a car before she received her driver’s license.
  • qxif-check-squareGrowing up she wanted to be a star.
  • qxif-check-squareShe had a corn kernel stuck in her ear for 8 years, no one believed her.
  • qxif-check-squareShe took three years of Sign Language in High School.
  • qxif-check-squareShe had an entrepreneurial heart at a young age, which she’d get in trouble for often.
  • qxif-check-squareShe was born and raised in Jupiter Florida, but has also live in Miami, Salt Lake City and Vegas for a short time.
  • qxif-check-squareShe took Shakespeare acting classes in Middle and High School.
  • qxif-check-squareShe was once a flower in her elementary school play and a tree in A Midsummer's Night Dream.


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The Savvy Wealth Management Course

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This is not an offer or sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This page is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by SmartPlan Investing or Jennifer Foster in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information should not be construed as financial or investment advice on any subject matter.
© 2023 SmartPlan Investing and Jennifer Foster. All rights reserved.