At Personal Finance Partner, LLC, we believe financial confidence starts with understanding — not products, pressure, or complex jargon.
Many individuals and families were never taught how budgeting, debt, credit, saving, investing, and long-term planning fit together. Over time, this lack of clarity can lead to stress, confusion, and uncertainty about financial decisions — including what you’re paying for professional advice and whether it aligns with your goals.
Our role is to simplify your finances through education-focused financial coaching, so you can make informed decisions with confidence.
Our Mission
To simplify your finances by helping you understand how your money works — so you can build wealth sooner rather than later in life
We focus on clarity, education, and long-term understanding — not transactions, commissions, or product sales.
Our Approach
- Education-first and client-centered
- Independent and unbiased
- Focused on clarity and transparency
- Judgment-free and supportive
- Plain-language explanations
We believe that simplifying your finances is the foundation of every sound financial decision.
About Chris Smith
Chris is the founder of Personal Finance Partner LLC and is dedicated to teaching Personal Finance skills to individuals, no matter what stage of life they’re in.
He recognized an opportunity to truly empower clients as a Financial Coach by offering personalized guidance based upon actual experience. His prior qualifications as a Private Investor, Financial Advisor, Small Business Owner, and retired Corporate Executive allow him to bring a high level of proven experience to clients’ financial decisions.
It has been personally rewarding to build a program solely focused on teaching financial literacy through a dedicated one-on-one coaching platform that is affordable to the masses, but tailored to each individual’s needs. Our goal is to help you navigate an often complex financial landscape, by serving as your Personal Finance Partner. We often serve as a complement to both your CPA, CFP, and/or Wealth Management/Advisor team.
The finance industry is full of concerns surrounding finance professionals who do not have their clients’ best interests at the center of their recommendations or advice. When working with Personal Finance Partner LLC, our clients can be sure they’ve hired an experienced and honest Financial Coach who truly has zero conflicts of interest. Our sole objective is to teach you how to take control of your money, no matter what stage of life you’re in!
Giving Back: Our one request to all new clients is to take their key learnings from our sessions and share their newfound skills with someone else. This allows all of us to give back to society and help overcome financial illiteracy, a major contributing factor to poverty both in the US and globally.
Start With a Free Discovery Call
If you’re looking to simplify your finances, gain clarity around your financial plan, or better understand how your money and costs fit together, we’d be happy to connect.
Schedule a Free Discovery Call
Let’s talk about what you’d like to understand better — and how we can help.
856-336-8772
csmith@personalfinancepartner.com
Disclaimer: Personal Finance Partner, LLC is not a licensed or registered Investment Advisor. The services provided are educational in nature and do not constitute investment, tax, or legal advice. Personal Finance Partner, LLC does not provide client-specific recommendations. Individuals should consult with appropriately licensed professionals regarding their specific financial situation.