About Us

Welcome to Secure Path Financial Planning, where family and future come first.

 

At Secure Path Financial Planning, we understand that money isn’t just about numbers—it’s about the people you love and the life you want to build together. Our mission is to walk beside you through every stage of life, helping you create a financial path that provides stability, security, and peace of mind for your entire family. We believe that every goal is within reach, even the ones that may feel impossible right now, and we’re here to help you get there.

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Founded by Sarah Smith, with the support of associate Britney Helt, Secure Path Financial Planning was built on a commitment to caring for families like our own. Both Sarah and Britney are licensed agents who bring not only knowledge and expertise but also compassion and understanding to every conversation. Whether you’re just starting a family, preparing for college, building wealth, or planning for retirement, we’ll meet you where you are and guide you toward where you want to be.

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We know that financial planning can feel overwhelming, but you don’t have to do it alone. That’s why we take the time to listen, to understand your unique story, and to design solutions that truly fit your needs. From debt management and estate planning to insurance coverage and personalized financial strategies, our focus is always on protecting what matters most—your family’s future.

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At Secure Path Financial Planning, we see every client as part of our extended family. Our greatest reward is helping you create the kind of stability that gives you confidence today and freedom for tomorrow. Together, we’ll build a secure path forward—so you and your loved ones can enjoy life’s journey with peace of mind.