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

Plan Your Future.

Family Finance Planners, taking the guesswork out of planning

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Blog posts

Preparing For Employee Benefit Enrollment Period

Preparing For Employee Benefit Enrollment Period

It is that time of year again where your company requires that you to put together your benefit package for the next year. Usually there are not too many options to pick from, but it can still be overwhelming. 

I tried to put together a quick workbook that hopefully will help you figure out what options work best for you and your family. 

Filling Out Your Annual Budget

Filling Out Your Annual Budget

The Family Finance Planner Workbook will help you review your expenses and help to create a more detailed budget. To help you fill out the pages relating to the annual budget, I created a video detailing how to use each of the pages relating to the Annual Budget.
Quick Review of Level 3 Wealth Accumulation

Quick Review of Level 3 Wealth Accumulation

A Quick Review of the Family Finance Planner Level 3

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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