We make a difference in people’s lives.

I could not recommend Chevon more as an investment coach and financial advisor! I always considered myself someone who knew about the stock market but didn’t understand it deeply, as it seemed like a complex language to me. I recommend everyone book at least one call with him; it will definitely change the way you see the world.

Having Chevon as my investment coach and financial advisor has opened up my eyes exponentially about the way I think about money and security in a long term manner. I have incorporated things he’s advised me on into my long term goals in ways I believe will help me in a decade or more. I believe more people could use this manner of thinking to provide more effective change in their long term goals.

We are incredibly grateful to have had Chevon Smalling as our investment advisor. He was exceptionally patient and took the time to thoroughly explain every aspect of the process, from opening a retirement account, emergency funds, first time home savings to saving for our daughter's education.

Working with Plan Now Smile Later and Chevon has been a transformative experience. He helped clarity some of the basics and took a deep dive into my financial health. His guidance on how to analyze financial needs and allocate money effectively for the future has been invaluable. Chevon's willingness to help and share his wisdom in the financial world is truly remarkable. He is teaching me about the stock market, how money should work for ourselves and having someone like him is truly the greatest asset anyone could have on their financial journey.

Chevon is an outstanding financial coach who has made financial planning and investing incredibly simple and accessible. Even with no prior knowledge of stocks, I now feel comfortable and confident in investing. His expert advice has helped us plan our family finances seamlessly, making what once felt complicated feel easy and manageable. We are so grateful for Chevon and can’t thank him enough.

I have always wanted to have my money work for me but I never knew how. I tried investing a few years ago but without knowing what to buy and not having the right mindset(yes, there is a ‘right’ mindset for trading and investing), I ended up loosing money. I gave up and thought it was too late still start over. But after I met with Chevon, I got educated, changed my mindset and started in the path of success. It is never too late to start or get back in. Like he says, Plan now, Smile later.

Chevon has been incredibly helpful, taking the time to do an CFA analysis, coach and explain aspects of finances, savings, and investment options. His patient approach and attention to detail have ensured I fully understand the complexities of fund management and investments, leaving no question unanswered. I feel more confident and well-informed about my financial future thanks to his guidance and dedication!