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.

The P23 Process focuses on the "Three Ds":

Discovery

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

Design

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

Deploy

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

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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.