I’m Reshell Smith
CERTIFIED FINANCIAL PLANNER™ professional
3X INVESTOPEDIA TOP 100 FINANCIAL ADVISOR
CLARITY. CONTROL. CONFIDENCE.
Strategic financial planning for women navigating divorce, first-generation wealth builders, and C-suite executives ready to maximize their wealth and build a lasting legacy.
Comprehensive Financial Planning
A personalized financial strategy that brings every piece of your financial life together—from cash flow and investments to retirement, taxes, insurance and estate planning. We help you understand where you are, where you want to go and the steps to get there.
Investment & Wealth Management
Strategic investment management designed around your goals, risk tolerance and financial plan. We help you build, manage and preserve wealth with a long-term strategy—not simply a collection of investments.
Cash Flow & Financial Strategy
Build a strategy for how money flows today while creating room for the goals and opportunities ahead.
Tax Planning
Identify opportunities to make more tax-aware financial decisions as your income and wealth grow.
Investment Planning
Align your investment strategy with your goals, risk tolerance, time horizon and overall financial plan.
Retirement Planning
Know what retirement can look like, what it will take to get there and how to create sustainable income.
Insurance & Risk Management
Evaluate potential risks and put strategies in place to help protect your income, assets and family.
Estate & Legacy Planning
Coordinate your financial and estate strategies to protect what you’ve built and create the legacy you intend
What Does Working Together Look Like?
Financial planning is personal. You’ll work directly with Reshell to understand where you are today, define where you want to go and build a strategy designed around your life. The process is collaborative, thoughtful and focused on helping you move forward with clarity, control and confidence.
Here’s what you can expect as we work together:
1. Discover
We start with your goals, priorities, concerns and the financial decisions in front of you.
2. Organize
We bring the pieces of your financial life together so you can clearly see where you stand.
3. Strategize
We analyze your options, model scenarios and develop recommendations designed around your goals.
4. Build Your Blueprint
Your recommendations come together in a personalized financial strategy with clear priorities and next steps.
5. Take Action
We help you move from planning to implementation so your strategy doesn’t simply sit on a shelf.
6. Review & Adjust
Life changes, and your financial strategy should evolve with it. We revisit your plan and make adjustments as needed.
FINANCIAL PLANNING BUILT AROUND YOUR LIFE
Your financial life is more than investments and account balances. It includes the decisions you make about your career, family, retirement, taxes, protection and the legacy you want to build.
We bring those pieces together into one coordinated strategy so you can make financial decisions with greater clarity and confidence.
WHO WE WORK WITH
AMES Financial Solutions works with individuals and families who have built wealth—or are building it—and want a more intentional strategy for what comes next.
Our work is designed especially for women navigating divorce, first-generation wealth builders and C-suite executives facing important financial decisions and ready to turn their success into lasting wealth.
Reshell Smith
“For nearly three decades, I’ve helped people make sense of their money and make confident financial decisions. What I’ve learned is that building wealth isn’t just about the numbers—it’s about having a clear strategy for the life you want to create.”