Step 1: Clarify Your Dream Goals
Step 2: Create a Custom Plan
Step 3: Build a Legacy!
Creating a custom financial plan is the foundation to building your legacy.
Clarify Your Dream Goals
Get clear on the goals that make your heart smile and that are attached to your God given purpose!
Create a Custom Plan
Go through The Financial Freedom Plan to create your custom plan that actually works for YOU!
Build A Legacy!
When you’re clear on your dream goals and have a custom plan that works for you, you will be able to build a legacy for generations to come!
Hear it from our clients!
Are you sick of feeling stuck year after year?
Imagine being able to achieve your goals and so much more…
Send your kids to the best schools.
Have an investment portfolio that pays you passive income monthly.
Start taking vacations with your family.
Have multiple income streams to pass down to your children.
Stop missing out on your kid’s important events and milestones.
Live the life of your dreams!
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!
Your Dreams are our Priority…
At B.D. Smith Financial Services, we see you. We understand the desires and dreams that you think are too big to say out loud. We know that you want to be able to provide your family the very best life possible. 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 has left you confused and frustrated seeing years go by and you’re no closer to your goals.
We believe financial freedom is not only attainable but is our privelege as children of the King of kings. God has a purpose and plan for your life! “For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future.” Jeremiah 29:11 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 future generations too!
It’s time to live the life of your dreams!
Your big dreams really are possible! You can leave your descendants an inheritance that will change your family tree forever. God wants to bless you exceedingly, abundantly, and beyond your wildest dreams! However, you have to believe that you deserve it and put in the work to achieve it. After all, “faith without works is dead” and it all starts by having a solid financial plan. So don’t delay any longer, start today and secure your family’s future.
Bri Smith, CPA
Bri is a knowledgeable CPA and Wealth Strategist who is committed to helping families reach financial freedom. Her passion for empowering parents to create generational wealth comes from her belief that everyone deserves to end poverty for their family tree.
Bri has over five years of experience managing finances for high-earning individuals who make multiple six and seven figures annually. She holds a Bachelor’s degree in Accounting and Personal Financial Planning. She has achieved significant success in real estate investments, including buying two homes and selling her first property for a six-figure profit.
Bri’s expertise in wealth management and personal finance has inspired hardworking parents to create effective financial plans that build legacies, achieve dream goals, and make a lasting impact on the world. Her mission is to help millions of families become financially savvy and make money mastery a lifelong skill.