About Me
Hi, I’m Smita Patel! I specialize in guiding immigrant women toward financial independence through strategic investment coaching
I can’t wait to transform yours next!
My Story
My journey into investment coaching began with a simple yet powerful vision: to assist women in securing their retirement and building generational wealth while balancing demanding 9-to-5 careers. Life is unpredictable, and taking steps to secure retirement funds is so important. Therefore, I feel compelled to share my knowledge and empower others in similar situations.
As a first-generation immigrant, I faced unique challenges when I entered the workforce and pursued a white-collar career in the United States. Initially unfamiliar with 401k plans, investments, and retirement planning, I realized the gap in my knowledge and the lack of guidance available to immigrants navigating these financial landscapes. Witnessing my parents’ limited understanding of how investments functioned in the U.S. further fueled my determination to educate myself comprehensively.
Driven by a thirst for knowledge and a desire to ensure I made informed financial decisions, I enrolled in courses to learn investment fundamentals,
Before committing my savings to any company or ETF, I needed to grasp these concepts thoroughly. Over the past decade, I’ve meticulously managed my investment portfolio, achieving significant returns and gaining valuable insights.
My journey as an investor and firsthand experience navigating the complexities of financial planning inspired me to create a specialized 14-week coaching program. This program is tailored specifically for immigrants who, like me, may need more knowledge on how to start investing, harbor fears of financial loss, or feel overwhelmed by conflicting information found online about stock market investments.
Join me on this transformative journey towards financial empowerment. Together, we can navigate the intricacies of investing, build confidence, and pave the way for a secure and prosperous future.
Follow for more updates on my Instagram @smitazara
