From Navy Veteran to Financial Powerhouse: Keisha Smith-Jones on Holistic Financial Planning and Smart Homeownership episode artwork

EPISODE · Jul 10, 2024 · 30 MIN

From Navy Veteran to Financial Powerhouse: Keisha Smith-Jones on Holistic Financial Planning and Smart Homeownership

from Come To Find Out · host Sarah Thress

Send a textWhat if the key to financial freedom lies in a chance meeting at a hair salon? Join us for an inspiring conversation with Keisha Smith-Jones, president and CEO of Executives Wealth Advisor Group, as she recounts her incredible journey from Navy service to becoming a powerhouse in financial advising. Discover how personal challenges, like navigating a divorce and moving cross-country with her children, shaped her career. Keisha shares profound insights on the importance of financial planning, drawn from her own family's experiences with early retirement and the impact of General Motors' bankruptcy. In this episode, we explore the advantages of holistic financial planning and how it can transform your financial future. Keisha talks about her unique approach of acting as a client's financial COO, assembling a "personal board of directors" for strategic decision-making. We also dive into the nitty-gritty of homeownership, offering practical advice on understanding the full financial picture—beyond just the mortgage. From property taxes to navigating market dynamics, Keisha provides essential tips to help you avoid becoming "house poor" and achieve lasting financial stability. Tune in for a wealth of knowledge and actionable advice that could change the way you think about money and homeownership!Contact Keisha:https://www.facebook.com/ksmithadvisorKeisha@executivesadvisor.comexecutivesadvisor.comhttps://www.instagram.com/i_am_mrs_smithjones/Sarah Thress614-893-5885 First Time Home Buyer course: https://sarahthress.graphy.com/Instagram https://www.instagram.com/sarah_thress_realtor/Facebook https://www.facebook.com/SarahThressRealtor/https://www.youtube.com/@LIFEINCOLUMBUS

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Send a text What if the key to financial freedom lies in a chance meeting at a hair salon? Join us for an inspiring conversation with Keisha Smith-Jones, president and CEO of Executives Wealth Advisor Group, as she recounts her incredible journey from Navy service to becoming a powerhouse in financial advising. Discover how personal challenges, like navigating a divorce and moving cross-country with her children, shaped her career. Keisha shares profound insights on the importance of financia...

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From Navy Veteran to Financial Powerhouse: Keisha Smith-Jones on Holistic Financial Planning and Smart Homeownership

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