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You Need Financial Advice, Not a Sales Pitch

 

Welcome to Conflict-free Financial Planning

I give people advice about what to do (and not do) with their money. I am a fee-only financial

planner. I refuse to earn commissions. I only want to earn your trust.

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About Leanne

I founded Conflict-Free Financial Planning (CFP) after a decade of working at big investment firms where the conflicts of interests were unbearable to me. I noticed clients wanted heartfelt guidance and clear advice on what to do with their money.

 

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"You are the biggest factor in the success of your financial plan, not me. I help you find clarity & peace in your relationship with money."

Leanne Ozaine Smith

Let’s Get to Work!
 

Book an Appointment

At my real or virtual office

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Financial Plan Checklist 

Download the Checklist here

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All your financial atoms in one place

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CFP Podcast

The irreverent side of finance

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        Our Conflict Free Custodian

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Blog

Leanne’s soapbox + megaphone

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What's Leanne is Taking About?

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Get a Plan from Leanne

 
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Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through Ascend Financials LLC, dba Leanne CFP.com  a Registered Investment Advisor. Private Client Services and Ascend Financials LLC are unaffiliated entities

 

© 2024 Leanne all rights reserved

 
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