Welcome to Smartt Wealth Solutions, a wealth coaching firm dedicated to helping our clients discover and achieve their true purpose for money.
We live in a world of financial chaos: market volatility, information overload, and unlimited financial products from which to choose. At Smartt Wealth Solutions our goal is to take the “overwhelming” out of the many financial ideas and products that exist in today’s society.
We offer a thorough in depth review of ones estate planning, investments, insurance, and business succession planning and evaluating the many options available. In doing this our focus is help people obtain true peace of mind in today’s confusing financial world and to help translate technical information simply and understandably. We have and continue to develop our client relationships around the belief “seek first to understand – then to be understood”.
Our mission and philosophy have always been to Serve First, which means your interests always come first. At Smartt Wealth Solutions we don’t want to serve as your broker, insurance agent, or even as your planner. Our mission is to serve as Your Coach. To first learn what must happen to live your life without any regret, to evaluate your strengths and weaknesses, and to guide you to implement a plan for achieving your stated objectives.