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Our Process

Smith Wealth Management Group TX is powered by the P23 Process

We have developed and refined a proprietary process to address and unify all those needs, and it's called the P23 Process. It focuses on where you are now, where you want to go, and lays out the required steps - dealing in real-time with your critical life events.

Client Centered

The P23 Process focuses on the "Three Ds":


  • Where are you currently?
  • What do you want to accomplish?
  • What's important to you?


  • How you pursue your goals
  • Which services best fit your needs
  • A customized financial plan


  • Implementing your financial plan
  • Product and risk assessment and fit
  • Ongoing, continuous service
  • Building a lasting relationship

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