Chelsie M. Smith

Financial Advisor

CFP®, Master of Science in Personal Financial Planning

Leonard Rickey Investment Advisors, P.L.L.C.3908 Creekside Loop, Ste 100, Yakima, WA 98901

My Approach

I want to help you reach your goals and understand the decisions you’re making. My focus is on educating you along the way, so you have peace of mind. I look forward to connecting with you!

The Clients I Serve

Business Owners, Executives, GenX, High Earning First Generation, Millennials & GenZ, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Teachers & Educators, Women & Female Leaders

Major Milestones I Specialize In

Career Changes or Job Loss, Compensation Changes, Early Retirement or Financial Independence, Retirement Planning, Sudden Wealth or Inheritance, Widowhood

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

We always start with a free 30 minute consulation either web, phone or in-person. From there, we will gather some infromation and create a proposal for how we can help and what we charge. We are always upfront on cost and services.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

Schedule a Consultation

Free initial consultation available

Financial Planner Certifications

Designations & Certifications

CFP®

Technical Skills

Tax Planning

Retirement Income and Distribution

Equity Compensation Planning

Concentrated Stock and Diversification Planning

Pre-IPO and IPO Planning

Charitable Giving

Compensation

This planner self-certifies that the information in this profile is accurate. Consumers should independently verify the planner’s credentials, registration, and background through CFP Board, the SEC, and FINRA BrokerCheck.

Compensation Methods

Fee Only

Fee-only means a CFP® professional may describe his or her practice as "fee-only" if, and only if, all the planner's compensation from all client work comes exclusively from clients in the form of fixed, flat, hourly, percentage, or performance-based fees.