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Simply Money Pro Bundle

I like that choice. Simply Money Pro Bundle sounds more premium and aligns with the value you're providing. I would present it as a complete investing system rather than a discount bundle.


Simply Money Pro Bundle™
The Complete Investing System for Retirement Confidence

Stop relying on opinions and start making investment decisions with confidence.

The Simply Money Pro Bundle™ combines my four premium investing tools into one powerful system designed to help you research ETFs, build smarter portfolios, stress-test your retirement plan, and track your progress over time.

Whether you're building wealth, preparing for retirement, or already living off your investments, these tools work together to help you make evidence-based decisions every step of the way.

The Pro Bundle Includes

🟢 DRIP Score™
Analyze income ETFs, compare candidates, and identify stronger long-term income opportunities.

🔵 Portfolio Planner™
Build, compare, and forecast retirement portfolios using different allocations, market assumptions, and investment strategies.

🟠 Retirement Stress Test™
Test your retirement plan against bear markets, inflation, sequence-of-returns risk, and thousands of market scenarios before you retire.

🟣 Portfolio Manager™
Track your holdings, income, allocations, performance, and portfolio health in one easy-to-use dashboard.

Why These Tools Work Better Together

Each tool answers a different question:

✅ Which ETFs deserve an interview? (DRIP Score™)

✅ How should I build my retirement team? (Portfolio Planner™)

✅ Will my plan survive retirement? (Retirement Stress Test™)

✅ How is my portfolio performing over time? (Portfolio Manager™)

Together, they create a complete retirement investing system—not just four individual tools.

🎉 Special Offer
Buy Any 3 Simply Money Tools and Get the 4th FREE!

Here's a playlist with the tutorials for each tool. https://www.youtube.com/playlist?list=PLNpPngJ_k_UE

Complete your investing system and save while getting every tool you need to confidently research, build, test, and manage your retirement portfolio.

• Due to the digital nature of this product and immediate access to downloadable files, all sales are final and no refunds will be provided.

• By purchasing and downloading this spreadsheet, you acknowledge and agree to these terms.

$147

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Helping everyday people master money with simple tools and insights.

Welcome to Simply Money!


My goal is simple: make investing, retirement planning, and building income easier to understand — without all the unnecessary jargon.


Looking for Simply Money Tools or Coaching?


Visit the Shop page to find all of my Simply Money tools, portfolio resources, and coaching options. Each item includes a description of what's included and the price, so you know exactly what you're getting before you purchase.


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Whether you purchase a tool, book a coaching session, buy me a beer, or simply watch the videos, I appreciate you being part of the Simply Money community.


Real numbers. Real retirement decisions. No guesswork.

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