At A.W. Smith Financial Small Business Solutions,
our number one goal is to provide superior business financial planning
and quality service to our clients.

Our 7 Step Business Planning Assurance Process

  1. Introduction: Discuss succession, estate planning and business debt issues typically faced by businesses and professional practices.
  2. Information: Gather financial family data and objectives from all the stakeholders.
  3. Confirmation: Verify that no critical factors are being ignored and invite the participation of additional professionals.
  4. Preparation: Analyze any issues, evaluate options, and develop a written proposal for solution.
  5. Delivery: Review the analysis and discuss all options before preparing a detailed action checklist.
  6. Implementation: Ensure that documents reflecting the goals are prepared, executed and properly funded.
  7. Monitoring: Review the performance of the funding contracts and update the valuations with subsequent financial reports.

Commitment

We view it as our responsibility to understand your long-term goals so that we can leverage our knowledge and experience to help you realize them. We take pride in our 7-Step Business Planning Assurance Process. After we prepare and implement your Strategic Business Plan, if you are not satisfied for any reason we will refund your initial deposit and no further payment will be due.



Aaron Smith -

President and Founder

Richmond native Aaron Smith is a celebrated author, media luminary, radio host, entrepreneur, motivational speaker, and financial expert with over 20 years of experience. His clients include individuals, business owners, and professional athletes.

Aaron has appeared as a guest on the ABC affiliate WRIC-8, CBS affiliate WTVR 6, Arise America, NPR, and was featured on NBC Nightly News with Brian Williams. In addition, Mr. Smith has appeared or been featured in print by numerous national and regional media outlets to include: Black Enterprise, Investment News, USA Today, Inside Business, the Richmond Free Press, The Richmond Times Dispatch, Financial Advisor, and Dow Jones NewsWire.

Mr. Smith earned a Bachelor of Arts degree from the University of Richmond, with a major in Sociology and a minor in Economics. At the University of Richmond. His first book, In the Black: Live Faithfully, Prosper Financially—The Ultimate 9-Step Plan for Financial Fitness, was published in 2009 by Harper Collins. Aaron is currently working on a new release, which will captivate Small Business Owners as he gives them information to guide them to ensure continued success of their business for years and generations to come.



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