Craig A. Schmith| CFP®
Craig Schmith Financial Planning
- Financial Planning
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Hourly Fee Consultations
- Business Planning
5540 Centerview Drive, Suite 200
1213 Culbreth Drive
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Craig Schmith’s practice serves the Raleigh, Durham, Chapel Hill and Wilmington NC areas and specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Craig Schmith is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
As a planner since 1999, I have been helping people to improve their personal financial situation by doing full financial plans, and hourly projects on topics of their choice.
A full plan starts with an individual or family’s work situation, personal situation, preferences and goals. I analyze and recommend changes in cash flow, net worth, insurance coverages, income tax planning, goal planning (i.e. college, retirement, vacation home, etc.), investments, and estate planning. Fees for a plan are typically $2,000 for singles/$2,800 for couples.
Hourly planning is done on a project by project basis depending on people’s needs. The most typical ones involve work on investments and retirement projections.
Over 15 years planning experience and 2 degrees in finance provides me with the experience base to know how to handle a wide variety of situations. My plans are designed to be easy to understand and I try to use the most straightforward solutions to get the job done.
On a personal basis, I am direct and open and have an excellent sense of humor! If you think I would be a good match, give me a call.
For people looking to get organized, optimized, and headed in the right direction. $200/hr. Typical Fees: Married couples $2,800. Singles and young married couples with less complex situations, $2,000.
Hourly Planning, Specific Topics
For people who don't need a full plan, and only want help with specific questions or elements of a plan. Typical requests are to run retirement scenarios or review portfolios and recommend changes. $200/hr.