ST. PETERSBURG, FL—Cassandra Smalley LLC, doing enterprise as Cassandra Smalley Wealth Administration, proclaims the launch of its unbiased, woman-led monetary planning and wealth administration observe based mostly in St. Petersburg. The agency takes a contemporary relationship strategy to the monetary planning course of, targeted on inclusion and elevating girls’s voices on the monetary desk.
The observe facilities on the distinctive challenges that girls face within the constructing wealth equation. With shifting demographics of who’s controlling, managing, and making the vast majority of the buying selections, together with the dearth of range throughout the monetary companies trade, Cassandra Smalley Wealth Administration was based to handle this want for personalised planning for and a spotlight to each consumer.
As a fiduciary providing fee-only complete monetary planning and funding administration, Cassandra Smalley Wealth Administration gives a spread of companies together with monetary planning, small enterprise retirement planning, funding administration, tax methods, insurance coverage planning, property planning, wealth switch, charitable giving, and training planning. The corporate gives monetary planning as a stand-alone service in addition to along with funding administration to satisfy shoppers’ monetary wants the place they’re of their wealth journey.
Cassandra Smalley, a Licensed Monetary Planner™ and Chartered Monetary Analyst skilled, brings her 15 years of expertise to the brand new enterprise. Previous to founding the agency, she served as Director of Monetary Planning and Senior Wealth Supervisor at CI Doyle Personal Wealth, main a staff who oversaw roughly $500 million in belongings underneath administration.
“Monetary planning isn’t just concerning the investments and forecasting future retirement values—it’s about creating much less stress and extra pleasure so you may design your finest life each now and, sooner or later,” mentioned Smalley. “Every consumer’s life objectives and experiences with cash issues are distinctive. These completely different views require an individualized strategy to understanding how their assets will allow them to design their most fulfilling life.”
Smalley can be a soon-to-be revealed writer together with her first non-fiction guide The Why of Wealth: Mastering the Steps to a Rich Mindset to Dwell a Joyful Life to be launched this spring. “This monetary planning framework helps shoppers outline what monetary freedom means to them. Our aim is to collaborate with shoppers to take management of their future and pivot obstacles into motion to show their visions into actuality,” mentioned Smalley.
“We’re honored to serve our neighborhood. Our shoppers are extra than simply their monetary belongings,” Smalley defined. “We’re right here to assist others really feel empowered to map their journey to a unprecedented life.”
About Cassandra Smalley LLC
Cassandra Smalley Wealth Administration is an unbiased, woman-led monetary planning and wealth administration observe that takes a contemporary relationship strategy to the monetary planning course of, targeted on inclusion and elevating girls’s voices on the monetary desk. The observe is situated in St. Petersburg, FL and works with shoppers throughout the nation as a fee-only fiduciary and registered funding adviser. For extra info, go to https://www.cassandrasmalley.com.