Chelsie M. Smith

Financial Advisor

CFP®, Master of Science in Personal Financial Planning

LinkedIn Website Disclosure Brochure Schedule an Intro Meeting

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 no-obligation 30-minute initial consultation by web, phone, or in person. If it appears we may be a good fit, we’ll gather some information and provide a proposal that explains the services we would provide and the fees we would charge. Our fees are described in our Form ADV Part 2A and Form CRS, which are available upon request.

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

Email: [email protected]
Phone number: (509) 972-3686
Website: bestpathforward.com

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.