Level 3 Family Finance Planners Wealth Accumulation Workbook is Now Ready For Purchase!

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Quick Review of Level 3 Wealth Accumulation

Quick Review of Level 3 Wealth Accumulation

A Quick Review of the Family Finance Planner Level 3
How I Budget Every Month, Year after Year and What I Have Learned Along the Way

How I Budget Every Month, Year after Year and What I Have Learned Along the Way

Family Finance Planner - Level 3 - Wealth Accumulation
Family Finance...
Planning and Creati...
By Victoria Smith
Photo book
I start at the beginning of the year and fill out my budget book. I have been doing this for 10+ years and it has evolved into the planners that I have created to share with you all. My husband and I sit down and work through our whole year in December. My husband used to hate this and now he sees how much it helps me to plan and actually have the funds set aside for all our big plans.
Summer Chore Ideas

Summer Chore Ideas

Summer Planning and Chore Charts. A few helpful links I used this year to help get my summer planned and each day organized.

About Me

Hello! I'm Victoria Smith

My name is Victoria and I am the mother to three beauties that keep me busy all day! My husband and I were both born in Utah and have chosen to raise our family close to our own families.

I studied Financial Planning starting when I was 16 years old when I joined Academy of Finance in High School. I graduated high school with my Associates Degree and went on to study Finance and Economics in College. In college I wanted to focus on building financial plans for families. I found that there wasn't a platform to bring this vital information at an affordable price to families who needed it the most.

I graduated College in a year and a half with a degree in Finance and a minor in Economics and went on to work at two different large brokerage firms over the next 10 years. My work experience has taught me how to plan for retirement, protect my family through insurance, and how to invest to meet my goals. My personal experience has taught me budgeting, although most of it was from finding out the hard way.

I now am chasing the dream of bringing financial planning information to families and hope that I can bring hope to families struggling with planning for their future.

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