South Bend / Indiana / United States
I believe the definition of financial planning is the process of determining whether and how an individual can meet life goals through the proper management of financial resources. At Smith & Associates, our goal is to help you be proactive to plan for your financial future and independence. I help my clients identify and focus on what is truly important to them and their families. I then help them write an action plan, provide financial strategies and look to hold them accountable to doing the things necessary to achieve their desired lifestyle and to make informed financial decisions that are in-line with their goals. This can allow my clients to spend more time doing the things they love while pursuing their financial goals and maintaining the lifestyle theyve envisioned. I believe my clients principles and values are at the core of the financial planning process and I strive to help my clients align their actions with their principles, values and goals. I believe the fundamentals of financial health will never go out-of-style and its my job to help you be in the position to make informed financial decisions that can help you pursue your level of financial independence. Please call today! Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
