"I help my clients make sense of this complicated financial world, so that they can achieve their important financial goals now and in the future. I believe that it’s possible to be proud of your financial life and feel ahead of the curve. It's my goal to help you get there!"

Professional photo of Kara

 

Financial Planning with Kara

Our mission is to inspire our clients to dream courageously and live with purpose. We do this by helping busy people create and optimize their financial plan using a variety of offensive as well as defensive strategies. At the end of the day, every plan is personal, and is centered around each client’s individual goals, concerns, and circumstances.

We educate our clients to make sure they are comfortable and confident in any financial decision they make. Our clients are excited about planning and understand that financial planning is an ongoing process and should not be transactional. This is further enhanced through our utilization of state-of-the-art technology, allowing our clients to digitally track their financial plan in real time. We aim to be partners in their progress and climb the mountain top with our clients, not preach from it.

We value and appreciate the trust and openness required to create a viable plan that can help make deep-seeded personal dreams come true. We are emotionally invested in helping our clients dream big and then stay by their side as they navigate through life's journey. Kara’s biggest joy comes from being an integral part in her clients’ lives and watching as they achieve big milestones, goals, and eventually, their dreams.

Signature 

Areas of Expertise

Kara runs a broad practice offering a wide variety of services including:

  • Flexible financial planning for established individuals and families
  • Guidance with multigenerational and estate planning
  • Comprehensive planning for small business owners
  • Foundational planning for young professionals and young families
  • Financial planning for the LGBTQ+ and other diverse communities

Check out her full list of areas of expertise here or learn more about her planning process here.

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Kara L Smith, MBA

Financial Advisor

  • Mobile 541-410-1810
  • Office 541-317-0447

If you dream it, we’ll help you live it.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck