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With a Plan, You Don’t Need to Worry About Volatility in the Market
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Kara Smith
Wealth Management Advisor|MBA, CFP®, ChFC®, RICP®
Heart-Centered, Compassionate, and Collaborative Financial Planning
Boost your financial knowledge.
Calculators
Use these free interactive calculators to estimate or compare many aspects of your financial welfare. You'll find calculators to help you determine your insurance needs, retirement funding requirements, and your college savings budget. These tools can help you get a jump start on a secure financial future.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.
Let's Get Started
Are you ready to get started? Here is a snapshot of next steps:
- Schedule an initial meeting with Kara
- We’ll get to know you, like really get to know YOU -- your feelings around money, your family dynamics, your most important goals, hopes, and dreams, and lastly, your finances
- We will analyze and test your current scenario, collaborate with you to design a meaningful plan, and partner with you to put that plan into action
- We’ll stay in touch, year after year, to help keep you on track, and make adjustments as life inevitably changes