Advisor Spotlight: Matt Schuberg

Founder and CEO, Planned

Matt Schuberg talks to Sora about his experience starting his financial planning firm. He dives deep on how he helps individuals and families who may not fit the “traditional” client profile get the support they need to grow their net worth.

Key Topics:

+Motivations for starting Planned
+Philosophy and guiding principles
+Importance of incorporating liability management into the practice
+Guidance for clients and potential clients in these turbulent times


Watch and listen to the full segment to learn more. Jump to 5:03 to hear Matt talk about Sora and the benefits of optimizing debt for your clients.

Contact Matt Schuberg to learn more about his holistic planning services and set up an introductory call here.