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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to SMRT Planning

At SMRT Planning, we believe that good financial decisions don't have to be confusing. We provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.

We invite you to review our educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming workshops that you may want to attend.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at chris.advisor@smrtplanning.com or call 713-955-7482.

Explains benefits of employee-stock ownership plans for succession planning.

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Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Shows how transfer-on-death designations help avoid probate costs.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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How Long Will Your Funds Last?

How Long Will It Take to Pay my Balance?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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