Financial Planning
A complete plan shaped around your goals, cash flow, retirement, family priorities and future decisions.
Learn more →Women. Couples. Families.
Your Financial Life Is Personal.
Your Financial Plan Should Be Too.
Life brings change—and sometimes the financial decisions that come with it can feel overwhelming. Anchor Point Financial Planning brings your goals, values, investments and life decisions together in one thoughtful plan.
Every financial plan begins with a story.
ComprehensiveFinancial Planning
FiduciaryInvestment Management
18 Yearsin Financial Services
Seven Lakes, NCServing Clients Nationwide
Meet Your Advisor
Jody Beene Smith, CFP®, CDFA®
Founder | CERTIFIED FINANCIAL PLANNER™ Professional
Jody's approach begins with listening. Her goal is to create a comfortable place to ask questions, talk openly about money and understand your options before making important financial decisions.
About JodyA planning relationship built around you
Clarity for today. Confidence for tomorrow.
At Anchor Point Financial Planning, the process begins by understanding where you are today, what matters most to you and what you want your money to make possible.
From there, your financial plan becomes a practical guide—helping you make informed decisions with greater confidence through retirement, investing, family changes and life's important transitions.
Signature Services
Comprehensive guidance, one coordinated plan.
Investment Management
Fiduciary investment management designed to support the financial plan and the life it is meant to fund.
Learn more →Retirement & Income
Thoughtful retirement planning focused on sustainable income, priorities and the choices ahead.
Learn more →Life Transitions
Financial guidance during divorce, widowhood, career changes, inheritance and other major transitions.
Learn more →Who We Help
Financial planning for the chapters that matter most.
Anchor Point works with women building financial independence, couples and families, people navigating major life transitions, and high-earning professionals managing greater financial complexity.
See Who We Help“The anchor represents stability in uncertain waters. Planning provides the confidence to keep moving forward, even when life changes course.”
A financial path forward