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 As you begin to think about your housing decision in more detail, you may realize that what you really need is an overall financial plan. This is not a bad idea. In fact, we believe that housing is an integral piece of your overall financial picture. You can’t plan effectively for your financial future without a clear understanding of your housing situation. And you can’t plan effectively for a house without a good grasp of your overall financial situation – in particular, your cash flow, budgeting, and investment plan. |
If you are looking for a financial planner|coach who doesn’t sell products or manage assets, but rather focuses on providing holistic, comprehensive, unbiased advice, then consider Smith Financial Place.
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PLACE is an acronym that stands for Planning, Advice, Coaching and Education. It represents our philosophy that financial planning should be about helping people harness their total resources to support and bring forth their best lives and that this requires the integration of planning with advising, coaching, and education.
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As you progress through the planning process, you will gain clarity about your financial situation, and how you may best harness your financial resources for maximal effect. You will learn what your options are and learn how to make decisions that are best suited to your situation. The planning process will help you focus your financial thinking and build a life plan that integrates your goals and dreams with your current financial position, risk tolerance, energy, and time horizon.
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Smith Financial Place charges flat fees (based on a fixed number of hours) for comprehensive financial plans based on the complexity of the program. Smith Financial Place does not accept commissions or sell financial products. We customize your financial plan without any conflicts of interest. We take a comprehensive perspective about your financial, real estate, retirement, insurance, estate plans, and investments, in totality. We do not focus on just your investable assets like a money manager or stock broker might, but rather look at your whole financial situation.
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