B.D. Smith Financial Services

We help you build wealth so you can give your family the very best.

 

Guiding you through an actionable and effective wealth building plan

so you can gain the confidence you need to manage your money well.

 

Schedule A Call

Jumpstart Session

1 on 1 Financial Coaching

Tax Preparation

Feeling confused and frustrated seeing your money slip through your fingers?

  • Do you wish you could buy your own house?
  • Do you wish you can take vacations with the whole family?
  • Afraid you won’t be able to afford private schools and give your kids a better education?
  • Are you losing sleep because you have no firm plan for retirement?
  • Have you put off repairs because you can’t afford to pay for them?
  • Worried your kids will have to take care of you when you’re old and gray?

Gain confidence, achieve your goals and so much more…

Send your kids to the best schools.

Be prepared and shrugoff the small stuff such as repairs and other unexpected expenses.

Start making meaningful memories with your family.

Grow old without giving your children the burden to take care of you.

Stop missing out on your kid’s important events and milestones.

Retire with a sense of pride and achievement.

We’re here to help with your finances

Jumpstart session

A two hour session where we will help you set your goals and teach you how to achieve them through our proven initial budget plan. We will also be sharing with you our value based approach so you can start managing your finances with confidence.

1 ON 1 FINANCIAL COACHING

We help you become accountable by designing a financial plan that works for you. We cut through all the fluff and get to the root of the problem while
providing a solution that takes your personality and style into account.

TAX PREPARATION

Don’t leave money on the table or run into trouble with the IRS and pay tax
penalties. We will help you prepare your tax returns so you can have more time doing the important stuff at
work and at home.

Need help with planning your finances?

Yes you do!

Bri Smith, CPA

Financial Planning Expert

I know that you want to be able to provide and give your family the very best. To do that, you need an actionable plan to confidently manage your money and ensure that you have the resources to achieve your goals.

Managing money effectively, however, is easier said than done. You don’t have to do it all on your own though. I want to help because I know how it feels to try to fix your finances all by yourself.

I’m a Certified Public Accountant with over 5 years of experience in the Accounting and Finance industries and a Bachelor’s of Science in Business Administration double majoring in Accounting and Finance concentrating in Personal Financial Planning. Topped off with life experiences that showed me how important and effective planning is; I can customize a financial plan to turn your finances around. So let’s begin your journey to financial freedom and start giving the very best that your family truly deserves.

3 steps to begin your journey to financial freedom

1. Schedule A Call.

Hit that button and schedule a FREE 30 minute consultation with us.

2. You Talk. We Listen.

Tell us about your challenges and share your goals. We won’t just hear you out. We’ll make sure to listen.

3. We Design A Plan.

Based on everything you’ve shared, we will design a customized plan so
you can be well on your way to achieving your goals.

Your journey to financial freedom

starts with a call!

The B.D. Smith promise…

At B.D. Smith Financial Services, we see you. We know that you want to be able to provide and give your family the very best. To do that, you need an actionable plan to confidently manage your money and ensure that you have the resources to achieve your goals. The problem is you were never taught about finances and were thrown into adulthood having no clue where to start. This makes you confused and frustrated seeing your hard earned money slip through your fingers like sand.

We believe money management shouldn’t be a roadblock to giving your family the very best. We get it and we understand how frustrating it can be. This is exactly the reason why we help create actionable processes that will not only make managing finances easier but give you a wealth of knowledge you can pass on to the next generation too!

It’s time to give your family what they deserve.

You only want the very best for your family. However, being able to give them the future they truly deserve depends on what you will be doing today. As the saying goes, “It’s not how much you earn, it’s how much you save.”, and it all starts by having a solid financial plan. So don’t delay any longer, start today and secure your family’s future.

The Top 3 Things Your Financial Plan Is Missing!

Download this FREE E-book and find out the Top 3 Things That Your Financial Plan is Missing. Get it now and thank us later!

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