About Lisette Smith, CFP®, CDFA®

Lisette is a senior advisor to our personal wealth clients. She provides analysis and advice to help individuals and families make meaningful decisions in their lives, including investment, tax and estate planning issues. Lisette has been providing comprehensive financial planning and investment management to business owners and executives for most of her career. She also spent several years as a consultant to business partnerships and family-owned businesses, including conflict resolution, merger and succession planning.

Talking to your parents about aging and their estate plan

By |2022-04-08T13:14:37-07:00July 30th, 2019|Financial planning tips and perspectives, General thoughts|

The time to discuss issues related to your parents' aging is before you need to. Some senior care professionals promote the idea of the “40-70 rule”, advising that you begin conversations with your parents about their plans and desires once you reach age 40 or they are age 70. While this may seem early [Read More]

Address these issues in your partnership agreement to protect your personal finances

By |2022-04-07T13:03:31-07:00March 8th, 2019|Personal Wealth, Quarterly thoughts|

When you own a business, you appreciate just how much your personal financial life is tied to your business.  What you may not realize is how much your personal financial wellbeing is intertwined with your partners or other owners in your business.  If you own a mature, successful business, and you’re seriously looking at [Read More]

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