Wife2CFO

Wife2CFO Created by CDFA® Michelle Smith, Wife2CFO is a divorce centric financial education program.

Michelle Smith - founder of Wife2CFO, explains the journey of emotions with women & divorce, and our mission to meet you...
10/23/2023

Michelle Smith - founder of Wife2CFO, explains the journey of emotions with women & divorce, and our mission to meet you where you are, & keep you at the Financial Table!

Michelle Smith - founder of Wife2CFO, and CEO + CDFA® of Source Financial Advisors explains the journey of emotions with women & divorce, and our mission…

Celebrating International Girls DayToday, on International Girls Day, I'm reflecting on the incredible journey that has ...
10/11/2023

Celebrating International Girls Day

Today, on International Girls Day, I'm reflecting on the incredible journey that has led me to where I am today as the Founder of Wife2CFO + CEO of Source Financial Advisors, and the co-founder of The IDEAL School of Manhattan.

As the child of divorce and the daughter of a high-powered mother who inspired my path in the financial services business, as well as the mother of a child with Down syndrome, this day holds special meaning for me.

Growing up, I witnessed first-hand the challenges and triumphs that come with independence, especially for women who were not in financial control during their marriages navigate the complexities of money during and post-divorce. My mother's strength and resilience ignited my passion for empowering women to take control of their economic destinies.

With Wife2CFO, we specialize in life transformation by financial transformation - helping secure a financial future, regain confidence, and build a legacy of your OWN. Every woman deserves to be in control of her financial destiny, just as my mother did.

On this day, let's celebrate the incredible potential and power of girls and women everywhere. Let's continue to break down barriers, shatter glass ceilings, and inspire the next generation to dream fearlessly.

While it's important to acknowledge days like this, my deepest hope is that one day, we won't need separate days to highlight the achievements and challenges of different genders, races, or abilities. MORE THAN EVER, the world needs unity, understanding, and an even playing field for the sake of humanity.

To all the incredible women out there and the girls who aspire to be like them, remember that your financial independence is a cornerstone of your very being.

Wife2CFO, created by Michelle Smith, CDFA® and CEO of Source Financial Advisors, will help you design your financial destiny during or after divorce.

Welcoming our new intern, Reagan! Here to help Design your Financial Destinies! BTW her fav emojis...🏌️‍♀️🍧🏄‍♀️
06/22/2023

Welcoming our new intern, Reagan! Here to help Design your Financial Destinies! BTW her fav emojis...🏌️‍♀️🍧🏄‍♀️

The founder of Wife2CFO, Michelle Smith, is the epitome of a woman’s advocate; the voice for so many divorced women and ...
04/27/2023

The founder of Wife2CFO, Michelle Smith, is the epitome of a woman’s advocate; the voice for so many divorced women and works tirelessly to empower, educate, and help women navigate their financial worlds.

Listen-in to hear her narrative and insight.

Episode 78: Michelle Smith March 23, 2023                                                                                                                                                                            ....

👣 Walking the Talk isn’t easy.Diversity & Inclusion should be a way of life. Not an ‘Initiative’.Our founder of Wife2CFO...
03/28/2023

👣 Walking the Talk isn’t easy.

Diversity & Inclusion should be a way of life. Not an ‘Initiative’.

Our founder of Wife2CFO, Michelle Smith, on a personal and professional mission to Even the Playing Field for those that need it leveled.

Co-founding the Ideal School changed her life and the lives of hundreds of families in the NYC area.

So today, how do YOU want to focus on solutions for the structural inequities around you, your world, and in your companies & organizations? Things don’t change unless we do something, anything, to disrupt...

Direct message us if anyone wants a tour of IDEAL. It will motivate, inspire, and leave you with deep relief that there is a whole lot of good happening in the world.

The IDEAL School of Manhattan


INCLUSIVE EDUCATION FOR CHILDREN OF ALL ABILITIES AND IDENTITIES; GENDER ROLES AND LABELS

🙏Thanks to our founder's Mom!On International Women’s Day, this article is for HER.The (overused) word pivot should have...
03/08/2023

🙏Thanks to our founder's Mom!

On International Women’s Day, this article is for HER.

The (overused) word pivot should have her face and name next to it in the dictionary.

Because in the late 1970’s, she became one of the early female brokers in the financial services business, in order to create financial independence for herself and our family after a second devastating divorce that left us with close to no money.

💔Again.

She felt the fear and did it anyway.

💰When women have financial independence, EVERYTHING. CHANGES.

💪I will never ever ever ever EVER stop helping women achieve true Financial Independence.

❤️It is my very heart&soul. It is my calling. And I never would have seen that without following my Mom into this business three decades ago.

☄️Thanks for showing me how to smash the $hit out of Plan B.

Divorcing HNW women who weren't breadwinners can have complex planning needs, Michelle Smith tells ThinkAdvisor.

✨Clearer.💪Stronger.😃Happier.☀️THIS is what The Other Side of Divorce looks like.🌈👏Jennifer, you are OWNING your Inner CF...
02/24/2023

✨Clearer.
💪Stronger.
😃Happier.

☀️THIS is what The Other Side of Divorce looks like.🌈

👏Jennifer, you are OWNING your Inner CFO and we couldn’t be more proud to partner with you on this magical financial journey.🙌

Wife2CFO, created by Michelle Smith, CDFA® and CEO of Source Financial Advisors, will help you design your financial destiny during or after divorce.

Sure the best time to learn about financial freedom was 20 years ago, BUT the 2nd best time is NOW. Learn more about how...
12/01/2022

Sure the best time to learn about financial freedom was 20 years ago, BUT the 2nd best time is NOW. Learn more about how we can help you transform from Wife-to-CFO of your financial life...

We'll be at the upcoming Barron's Advisor Women Summit, & our founder of Wife2CFO Michelle Smith, will be speaking with ...
11/29/2022

We'll be at the upcoming Barron's Advisor Women Summit, & our founder of Wife2CFO Michelle Smith, will be speaking with the nation’s top women financial advisors about Achieving Success in '23. Learn more here https://barrons-advisor.com/women

Address

545 5th Avenue, Suite 1108
New York, NY
10017

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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