Smith Financial Place offers a unique, integrated process of financial planning and coaching to help clients bring forth their best life. In a financial coaching engagement, SFP helps you to understand your way of relating to money and helps you to develop strategies that enable you to act on and carry out your financial plan in a healthy and sustainable manner.

Often, it is not the objective aspects of financial planning but the deep-rooted habits and behaviors that keep us from achieving our financial goals. Engaging in a coaching relationship enables us to address the emotional aspects of our relationship to money in a way that financial planning alone could not. A coach will challenge your beliefs, expand your horizons, create new learning muscles, and help you stay on track. Coaching helps people to see things from a different perspectives, integrate actions and goals more effectively, and be supported through roadblocks and hurdles.

In her coaching practice, Margaret is dedicated to addressing people's overall subjective and financial well-being. A client may have great material abundance, but still feel a sense of not being fulfilled. People often have a lot but either don't realize it or don't know how to make the best of what they have. There are many things that cause stress and anxiety these days, from feeling like they do not "measure up," to having too many choices, to fearing that things will eventually fall apart, to the anxiety bred by a winner-take-all society. Margaret is dedicated to helping people transcend this place of stress and anxiety. As a coach, she helps people gain clarity about what they want from life and enables people to live with purpose and a sense of well-being.

Professionally trained as a coach, Margaret listens and observes her clients and then to customizes a program for each individual client’s needs. She knows that her clients are naturally creative and resourceful and that it is her job as a coach to provide the powerful questions and perspectives that support and enhance the skills, resources, and natural creativity that her client already has. Clients gain clarity about their behavior, thinking, and tendencies that helps them to become more effective, better decision-makers, and more pro-active in making lasting changes in their lives. While Margaret provides feedback and an objective perspective, she holds her client responsible for taking the steps necessary to produce the desired results.