SM Planning LLC is a Financial Coaching Practice that helps single moms build a solid financial foundation. As a single mom, I know how difficult it can be to manage your finances, which is why my company offers single moms a comprehensive plan to help them understand how to plan and manage their finances, as well as how to create and grow wealth for your family.
​
Our mission is to help educate our clients on the importance of financial planning. We work with people from all walks of life, helping them create a plan that is specific to their goals. Because financial planning is not a one size fits all, our individual plans are specifically created around the individual needs.
​
​
​​
​
​
Our Services
Creating a Tailored Budget
To help you maximize your spending power
​
Proper Saving and Debt Strategies
To help you strategically plan out your goals
​
Credit Coaching
To teach you how to build & maintain your credit
Retirement Planning and Education Planning
​
Life Insurance/ Disability Insurance
"My Generation Will Help Close The Wealth Gap"
SM Planning LLC
Meet Sam
A Financial Coach that makes planning simple
Shakira "Sam" Moran, founder of SM Planning LLC, a financial coaching program that works with single moms, helping them to manage their finances to build a solid financial foundation.
As a single mom, Sam knows first-hand the challenges that some moms face when handling household finances, especially when it comes to planning, which is why she makes planning simple, by focusing on a 4-Step process:
1)Budgeting
2)Savings and debt repayment
3)Credit coaching
4) Asset protection through insurance products
​
Author, of Amazon bestseller "The 4-Step Guide to Building your Financial Foundation" Sam is on a mission to help educate and empower those within her community on the importance of financial planning.
​
The Journey Towards Financial Wholeness
Begins with a
conversation