About the owner

Bri Smith

 

     Hey Legacy Builders! If this is your first time meeting me, I’m a finance nerd that genuinely wants to help YOU! My journey to start this business began in high school when I decided I wanted to “help people with their money” for a living. I was told that meant to be an accountant, so I went to college majoring in Accounting to accomplish this goal.

 

     After taking a couple of finance classes I realized that was more in line with helping people the way I wanted to and chose to pick up a 2nd major in Finance concentrating in Personal Financial Planning. I was finally learning just how to help people, so that they could conquer their finances!

 

      The only problem was that when I looked for jobs I either had to sell stocks, insurance, or manage the finances of companies as an accountant. I sold insurance and worked as an accountant for many years but I was unfulfilled. This is why I created B.D. Smith Financial Services.

 

     I wanted to be able to help people to create a plan for their money without them already having thousands of dollars to invest in an annuity or retirement plan. I wanted to help change every day people’s views around money and help them to feel in control again. Most importantly I wanted to be able to help parents like me that wanted to create a legacy for their children and generations to come!

 

     As a single mother I had to learn how to manage a very low-income to provide for me and my daughter. If it wasn’t for God and all of my studying and knowledge in finances we would have STRUGGLED. But instead we were able to thrive! I got us an apartment, I purchased a 2nd vehicle for cash after the 1st one completely died on me, paid off over 50% of my student loans before graduating and I purchased our first home just 10 days after my 21st birthday. I want this to be possible for other single moms as well instead of having to feel like they are constantly struggling.

 

     As a wife I had to learn how to work as a team to conquer our joint finances. I’ve helped get rid of my husband’s debt collectors and gain the peace of mind that comes along with that. We have a beautiful blended family with 3 kids (and counting!). We have also sat down and planned our own financial strategy that will allow both of us to retire (if we want to) in our 30s!

 

     I want to sit down with you to discover what is stealing your peace and help you formulate a plan to get it back! I’m invested in you reaching your version of success and feeling empowered by your finances. Whether its buying your 1st house, getting out of debt, or planning your own early retirement! Allow me to help you to start being a manager of your finances and to stop your money from managing you!

01. Experience

Certified Public Accountant with over 5 years of experience in the accounting and finance industries. 

02. Education

Graduate of Old Dominion University

Bachelor’s of Science in Business Administration

Double Majors: Accounting and Finance with a Concentration in Personal Financial Planning

 

03. Purpose

My mission is two fold. I want to help you take back control over your life and for you to have the freedom to choose. Choose to be present where it matters and not ask anyone for permission. I also want to help you to craft your legacy and be able to leave an inheritance for future generations.

Proven need

The Numbers Don’t Lie

So if you’re like me you may have noticed a problem in our society. Majority of Americans are living paycheck to paycheck and can’t afford an emergency. While less than half of Americans are happy with their jobs. I want to stop this vicious cycle. Let’s start living a life that gives us freedom to do what is truly important to us. Let’s spend time on what matters: family, field trips, vacations, and more! Join our facebook group today to start working towards a life you enjoy.

%

of americans are living paycheck to paycheck

%

Of Americans are happy with their jobs

more about me

Why am I a Wealth Consultant?

Features

My Mission is to Help You…

Focus on family

Spend more quality time with who matters the most.

Accomplish your goals

Create a strategic plan that will allow you to reach your goals.

dream big

Have the freedom to imagine and live your dream life.

leave an inheritance

Be able to leave an inheritance for your children’s children. Proverbs 13:22

set an example

Show your children that they can live their dreams and accomplish whatever they set their minds to.

create a legacy

Pass down a wealth of knowledge to your future generations, so that they are good stewards of their inheritance.