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.

Smith Financial Place charges flat fees 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.

We will meet with you for a complimentary 30 minute session so that you can explain what your financial needs are. From there, we can decide whether our services are right for you and how our firm and you might best work together. See our “get started” section for more details.

Margaret Smith was recently named in the 2008 Guide to America's Top Financial Planners as one of the nation's top financial planners.