SFP makes a difference in people’s lives…

“Margaret was able take a subject that has always been like a foreign language to me (financial planning) and break it down into comprehensible sessions. She made the topic personal and related our financial goals to our life goals. It was an eye-opening experience that changed the way I look at our future.” MC, Small Business Owner.

“Here are some heartfelt words. I can't tell you how comfortable it has made me feel to have a "big picture" plan! It enables me to take both small steps and large ones with a degree of confidence.” PP, Retiree.

SFP clients feel understood…

"From our very first meeting, my wife and I felt extremely comfortable and confident in working with Margaret Smith. Through the years, I have worked with a number of financial consultants and brokers and have grown skeptical about their abilities to help us over the long haul. Not so with Margaret. She is a very good listener who seems genuinely interested in our financial concerns and goals and has addressed them completely, one at a time. In fact, I would go so far as to say that Margaret’s eye takes in the whole person, not just their portfolio. She is clearly passionate about her work. She balances the ability to look at the large picture and yet is able to back it up with scrupulous detail. She has 100% of my confidence. Simply put, Margaret Smith is a great planner.” DS, Videographer.

“I always looked forward to our weekly sessions, and I would say I miss them now. I found [Margaret] to be an excellent listener and also very supportive. I think it was quite helpful. I made material changes in my behavior that enhanced my effectiveness as a manager. I am more aware of how I seek help from others and how I react to requests made of me.” DG, Financial Manager.

SFP clients feel inspired…

“Her astute and sound advice, coupled with nonjudgmental insights into the underlying causes of anxiety about financial matters inspired me to set a series of practical and attainable goals for myself and my family that have steadily improved what Dr. Smith calls our ‘financial health’." MR, Professor.

“Dr. Smith used her impressive knowledge to answer the housing and future income questions that had confounded us. The answers were both in sophisticated analytic form and in conversation. She conveyed her interest in our issues in a professional but pleasant way so that we relaxed and had useful discussions. We enjoyed working with Dr. Smith.” ST, Attorney.

SFP clients feel empowered...

“Working with Margaret has really opened our eyes to the philosophy, psychology, and intricacies of dealing with money. She is helping us to get and stay focused, encouraging us to determine what really matters, and motivating us to take action. Now instead of feeling worried or intimidated about money - we feel empowered and excited.” GB, Copywriter.

“Working with Margaret Smith has been unlike any experience I’ve had with a financial planner. Her suggestions have been wide ranging and innovative, demonstrating a high level of financial acumen and level headed judgment. Margaret has been extremely comfortable and proficient with coaching me to understand how my view of money and finances impacts all of my choices and decisions. Through these insights I have developed the capacity to interact with my finances in a different way. She has counseled me in a way that has energized and empowered me.” AD, Coach.