With over 15 years of experience in the industry, Ms. Smith is a highly sought-after personal wealth coach who has helped numerous clients achieve their financial goals. She offers a wide range of services including investment management, retirement planning, tax planning, and estate planning. What sets her apart is her personalized approach to each client's unique financial situation. She closely works with them to understand their goals and creates a tailored plan to help them achieve their desired outcomes.
Ms. Smith stays up-to-date with the latest industry trends and insights and actively conducts research to provide her clients with the best possible advice. She holds a Bachelor's degree in Finance and has completed various certifications and courses in financial planning. Her clients include high net-worth individuals, families, and small business owners, and she maintains transparency and adheres to all industry regulations and ethical standards. As a fiduciary, she is legally obligated to always act in her client's best interests and fully discloses any potential conflicts of interest. Her fees are primarily based on a percentage of assets under management, with additional charges for specific services.