​​​​SMARTER MONEY DECISIONS MADE SIMPLE



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HOW CAN I HELP YOU?

WELCOME

Clarity
Answers
Organization​​​​

A strategy
A system
Reassurance
Peace of mind

A voice of reason



I'm Krista Smith, a Fee-Only Financial Advisor and CFP®, and I'm on a mission to help you make smarter financial decisions.

Welcome! I’m happy you’ve landed here. More than likely, you’ve been searching for a trusted resource for financial advice— I'm not quite sure why that’s still so hard to find.

I started Planning in Motion to offer a welcoming space delivering the style of savvy, personalized financial advice I’d trust for my sister, or my mom, or my overachieving friend with big dreams.

You have a few paths forward. Each leads to smarter financial decisions to help you enjoy the life you're living today and create the future you envision. 

WHY WORK WITH SOMEONE LIKE ME?

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    Fiduciary
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    Unbiased Financial Guidance
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    Judgment-Free Zone
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    No Unnecessary Financial Jargon
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    No Asset Minimums
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    No Commissions
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    No Product Sales
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    Fee-Only, No Hidden Sources of Payment
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    Tech-Savvy, Secure Document Sharing
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    Location Independent Virtual Meetings Available​​​​​

READY TO GET STARTED?

 WHAT TO EXPECT?    A no-stress, no-obligation 30-minute intro session (at no cost to you) to get to know each other and learn what you're looking for.


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