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Experts Reviews · Company report
Sarah Smith, CFP®, ChFC logoHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%99+68.5Reliability 31%98+30.2Experts Score= 99Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.99SCORE

Sarah Smith, CFP®, ChFC

Daytona Beach, FL · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #9Position by Experts Score among all companies we track in this category. of 14 wealth management firms · 5.0★ from 22 Google reviews

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Percentile vs other wealth management firms (100 = best)Each factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: momentum and satisfaction; weakest: reliability.

SatisfactionSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Sarah Smith, CFP®, ChFC is better than 99% of wealth management firms.A
99
ReliabilityReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Sarah Smith, CFP®, ChFC is better than 98% of wealth management firms.A
98
Craft & serviceCraft & service · 0% of the scoreGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Sarah Smith, CFP®, ChFC is better than —% of wealth management firms.–
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ValueValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Sarah Smith, CFP®, ChFC is better than —% of wealth management firms.–
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MomentumMomentum · 0% of the scorePenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Sarah Smith, CFP®, ChFC is better than 100% of wealth management firms.A
100
Replies to reviewsReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Sarah Smith, CFP®, ChFC is better than —% of wealth management firms.–
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Sarah Smith, CFP®, ChFC for financial plan

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Jobs reviewedHow many Google reviews are tagged with this job.1
★ on this jobAverage stars on the reviews where the customer tagged this exact job (Google’s “Services” field).5.00
Usually paidThe price range customers picked most often for this job.—

All 1 Google reviews tagged “Financial plan”

Nicole2 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 6 months ago★★★★★

I always have a great experience working with Sarah as my financial advisor. She truly takes the time to listen—not just to my financial goals, but also to what I want my life to look like. I never feel pushed into a one-size-fits-all plan. Instead, she has been incredibly flexible and thoughtful in aligning my…

Great priceFinancial planTerm life insuranceRetirement savings consulting

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Price verdictsGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.

Great price 100%Reasonable 0%Overpriced 0%Not sure 0%

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