The truth is that the financial world preys on people’s ignorance around money. But money skills are learned skills, like any other skill you’ve already mastered. Your job is to find a trustworthy and competent financial teacher that will teach and foster these important financial skills.
Working with Smith Financial Place enables you to develop the knowledge and confidence you need to proactively work toward your personal financial goals. You will learn from professionally trained economists and be able to network with like-minded individuals in seminars and workshops.

Education equals power. Having a good education allows you to have a strong foundation upon which to build. You will be become a better learner, know how to find information you need, understand your options, make wise choices that are consistent with your goals and values, monitor your progress, implement change, sustain your excellence, continually adapt to the changing environment.

Smith Financial Place’s educational programs, either integrated into your planning engagement, or separated out in workshops and seminars, can teach you how to measure where you are today and figure out how to get from today to tomorrow in a logical, efficient manner. These programs will teach you how to think about money in a new way. You will learn about compounding wealth and managing risk. You will learn how biases and conflicts of interests can affect the advice you might receive. You will learn how to choose the investment strategy that is right for you. Being well-educated allows you to have confidence and make wise financial decisions that will allow you to take care of yourself and realize your goals and dreams.