Work with Reshell Smith
Start Building Your Wealth Plan Today!
My Approach
It’s simple. I’m old school. I follow the “know, like, trust” approach. I’ve created hundreds of financial plans and have managed over $100 million in assets. So, there are many people who have trusted me. The next person is YOU. With strategic planning and discipline, I will guide you through the financial planning process and help you achieve your goals. My mission is to help you “build wealth, live in abundance and leave a legacy.”
How It Works
Schedule a Free 1:1
Schedule a complimentary Discovery Call. Let’s chat! Tell me your story and share your goals. This is the beginning of our relationship so I would like to make sure you are clear on the process. By the end of our Discovery Call, you will be able to choose the plan that makes sense for your financial situation.
Choose a Financial Plan
Let’s get started! We offer ongoing Comprehensive Financial Planning and Wealth Management. We have options for you to choose either service or both. We understand that some people have limited needs. If this is you, we have a plan for you too.
Reach Your Goals
The ultimate goal is for you to reach your goals. We work together with you to identify your goals, create strategies and devolop a plan that will give you a high probablity of achieving those goals.
Budgeting Your Way to Wealth
Managing your living expenses and debts can be challenging. We get it. You’re great at doing a lot of things–balancing your budget isn’t one of them. We can help. Let us show you how to manage your money effectively. Find that perfecting balance between spending and saving for the future.
One Time Fee: $300-$350 (depending on complexity of plan)
Divorce Financial Planning
If you are in pre or post-divorce, we understand your journey and we know you can benefit from a divorce financial plan. A divorce financial plan can help you navigate through your divorce with confidence. We will help you properly value assets; negotiate on the items most important to you; and help you choose the most equitable settlement option. In addition, we will create a post-divorce road map that will help you build and retain wealth.
One-Time Fee: $2,500-$10,000 (depending on complexity of plan)
If you are looking for limited divorce financial planning and only want to cover a few financial topics, our hourly plan may suite you.
Hourly Fee: $350
Comprehensive Financial Planning
Work 1 on 1 with a CERTIFIED FINANCIAL PLANNER™ for an extended period of time. By paying a monthly retainer, you will have ongoing access to a financial planner who will design, implement, monitor and revise your financial plan.
Monthly Retainer Fee: $350-$700 (depending on factors such as marital status and complexity of plan)
If you are looking for limited financial planning and only want to cover a few financial topics, our hourly or one-time plan may suite you.
Hourly Fee: $350
One-Time Fee: $1,500-$5,000
Wealth Building / Investment Management
We will help you manage your assets and build a portfolio that is in line with your goals, risk tolerance, time frame and financial objectives.
Fee: Based on AUM