Jonathan de Smidt, CFP^®, CPA

How do I help clients live a richer life?
The reason I love my job is that we provide guidance on real-world situations that affect almost everyone. I have always been passionate about personal finance and getting to do that as part of my career by helping both my clients, as well as my family and friends, navigate through all of it is what I enjoy most. As we assist with the large and the small financial issues that arise, we give our clients the space to shift their time and energy to what matters most and therefore allow each of them to live a richer life.

How do I align my time and money with my values and passions to Live a Richer Life?
My values of integrity, resourcefulness, and connection allow me to allocate my time appropriately to my clients and motivate me through my work on a day-to-day basis. I am reminded to follow my passions, use my resources to travel, and give money to causes that I find meaningful. I am blessed with more than I need and joyfully give of my resources.