What does Smith Financial Place offer?
Blending the science of planning with the art of coaching.

Sophisticated financial planning methodology employing such tools as present value analysis, portfolio analysis and monte carlo analysis enable us to plan wisely for your financial future. Coaching supports you in the process of change and growth. By blending the science of planning with the art of coaching, you get the best of both worlds, for more powerful results.

What sets Smith Financial Place apart?
The possibility of personal transformation through money.

We believe that real opportunity exists in the financial planning process not only for financial improvement, but also for increased personal effectiveness and success. We offer you the possibility for personal transformation through your work around money. By improving our clients’ relationship to money, we help them improve not only their financial situation, but to make significant personal progress as well. Our unique, holistic, life-focused financial planning and transformative coaching process enables individuals to go to their next level and reach their highest potential.

Why Choose Smith Financial Place?
Security, Validation, Confidence, Change.

Our clients say they love the intimate atmosphere and the integrity of service. The inspiration and confidence they derive. And the peace of mind, of course, that comes from good planning. But mostly they appreciate the feeling of being understood and the ability to take meaningful action. Rather than work separately with a life coach, teacher, and financial planner, you get a powerful an all-in-one solution with SFP. SFP does not sell products or manage assets. You get the peace of mind of working with a trusted financial coach that provides you unconflicted guidance.