We Offer a variety of white glove services
Financial Coaching
There are many people who claim to be financial gurus and they all have a different philosophy when it comes to building wealth. However, at The Smith Global Group, we pursue a pragmatic approach that fits your personal needs while considering practical application in the advice we provide. We make no guarantees that you will become wealthy because we cannot predict what hardships you may face but we can promise you will gain some measure of wealth over your lifetime if you follow our advice.
Wealth Building
True wealth doesn't look flashy and there are many avenues that can lead to financial freedom. It will look different for everyone. We can help you achieve your wealth building goals by introducing you to a path that works best for your situation.
Investment Options
There are many investment options out there but not all of them are good options. Are your investments keeping up with inflation or are they outpacing it? Maybe inflation is outpacing your rate of returns. Time value of money is an important concept. We can teach you how to make your money work hard for you during the day and while you sleep.
Paying off Debt
True wealth building is often like chopping down a large tree with an axe. It takes time and you want that axe to be sharp. In other words, its hard to build wealth with large amounts of consumer debt dulling out your blade. Virtually no one reaches their financial goals using credit cards. Let us help you sharpen your axe so you can achieve your goals faster.
Retirement Strategies
Work on your life and not just in it. There will come a time somewhere in the future when you will want to retire. Are you thinking about this now? You should be. Let us help you put together a solid retirement plan that you can work towards. We aren't selling any retirement products so you can be assured that your success is our true motivation here.
Habits and Behaviors
Math problems tell you one story when dealing with money while emotions and habits tell you something completely different. Its easy to look at the math and say one decision is better than another. However, the emotional/psychological behaviors of a person can have a significant impact on the outcome of a financial decision. Let us help you unpack this concept in a way that is meaningful to your situation.
Services: What You Get
- One-On-One Financial Coaching
- Access to all Ruth's Corner Content
- SGG Principles of Money Guide
- Supplemental Budgeting Template
- Investment Analysis Template
- SGG Life Planning Template
- SGG Financial Planner Book
- SGG Debt Payoff Template
- SGG Side Hustle Ideas Book
- Online Resources Guide
Cost estimates may vary depending upon project size and scope