Reshell Smith, CFP®, MBA, BS AMES Financial Education & Consulting

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About Reshell Smith, CFP®, MBA, BS

Hello, I am Reshell Smith also known as “The Transition Money Pro.” I started AMES Financial Education & Consulting to answer the call from women who are in the midst of a transition. Transition during or after a major life event such as Divorce, New Business Start Up, New Job, Retirement, Major Promotion, Inheritance or Death of a spouse. If you are in the midst of any of these transitions, I want to help you. I want to seamlessly move you from financial chaos and clutter to financial independence and flexibility so that you can live the life that you desire.

ALMOST 20 years and counting…..
I’ve been in the financial industry for almost 20 years. I have witnessed the void to properly address the financial issues that are specific to women. I’m proud to say that my education, work experience and personal life experiences have prepared me to successfully fill that void. Most importantly, in these last twenty years, I have learned the true value of building rapport and a long-term relationship with my clients.

Maya Angelou said it best…..
“Do the best you can until you know better. Then when you know better, do better.” I have answered the call to help you do better on your financial journey. All you have to do is take the first step and I will lead you the rest of the way.

On a personal note…..
I am the proud mom of an awesome 11 year old boy. I love God, my family and my friends. When I’m not spending time with my family, I’m probably somewhere “rocking a mic” because I love microphones. Which explains why I host a finance segment on radio and I’m the Finance Expert for the NBC affiliate in my local area.

I look forward to rocking the mic with you. Talk to you soon. #MakeTheTransition

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Ideal Clients

  • Divorce
  • Female Entrepreneur
  • Gen X
  • Offers Free Assistance to Furloughed Government Workers
  • Self-Employed Individuals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $175+
  • Hourly Fee: $150+
  • AUM: 1%

SEC Records

States Registered

  • Florida

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