Plan with Kyle
Plan with Kyle

Plan with Kyle

Offers remote services
Offers remote services
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Introduction: Financial planning for couples, newlyweds, and new parents who are looking to merge their money, find personalized financial advice, and make progress toward their family goals. Plan with Kyle is run by Kyle Smith of Wall, NJ who has been a financial professional since 2015 after completing his business degree from The College of New Jersey. I'm passionate about running, mental health advocacy, and scaling businesses.
Overview

Background checked

License verified

1 employee

1 year in business

Payment methods

Apple Pay, Check, Credit card, Google Pay

Social media

Facebook

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Disinfect surfaces touched during the job

Featured Projects

8 photos

Reviews

Customers rated this pro highly for responsiveness, work quality, and professionalism.

5.0

1 review

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pro avatar
Jessica M.
Jan 3, 2022
I have been working with Kyle for three years now and he has been a fantastic asset and resource for me and my financial life. Kyle never pressured me with sales tactics, but instead gave me all of the information I needed to make informed decisions. He extremely knowledgeable in his field. It has been refreshing to work with an advisor like him.
Credentials
License

License Type: Investment Adviser Representative (NJ)

License verified on 1/7/2022

Background Check

Kyle Smith

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    My clients can work with me in several capacities. They can choose to pay me directly for a financial planning fee that is based on each client's complexity. I can manage and recommend investment portfolios for an assets under management fee, and I can help with the implementation of other financial products like insurance which pay commissions. All compensation will be transparent and disclosed to each client. All recommendations are based on the client's best interest and I operate under a fiduciary standard to put your interests ahead of all others.

  • What is your typical process for working with a new customer?

    I work primarily with newly married couples, and therefor my process starts around organizing your financial lives, establishing a family balance sheet, and analyzing each aspect of your finances. I then offer personalized cash flow recommendations, asset building recommendations, risk analysis and protection planning, and more. Usually my clients are able to build their financial plan and address all their initial priorities within 1-3 months of starting our conversations. We will then schedule follow up "calibration" meetings to review and make any necessary updates/adjustments.

  • What education and/or training do you have that relates to your work?

    I hold a Bachelors of Science degree in Business Management from The College of New Jersey. I've obtained Series 7 and 66 licenses making me a registered representative and investment advisor able to service clients across the county. I'm also currently enrolled in certification classes at The American College of Financial Services.

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