FREE Fearless Masterclass - https://linktr.ee/triedandtruefs Valaise Smith is the Founder & CEO of Tried and True Financial Services, LLC. Tried and True is committed to building & maintaining long-term relationships with business owners who want to obtain better control over their finances. We are passionate about educating business owners on the ABC’s of finance. ACCOUNTING, BUDGETING and CREDI
T building are the cornerstones to help business owners achieve their financial goals. ACCOUNTING (tax planning & preparation) so they save money on taxes, maintaining better BUDGETS so that their cash flow remains positive and building their CREDIT profile to increase their business credibility & fundability. With over 20 years of experience in the financial services arena, the birth of Tried and True was imminent for Valaise. “I believe true happiness is born when you discover your purpose in life and begin to travel down that pathway”, says Valaise. With humble beginnings, Valaise began her career as a Bank Teller. Not sure of what career path she would follow at the time, she always had a natural tendency for Math & Business-related subjects. After taking countless personality and career-based assessments and coming up with recurring results, Valaise began to embrace her natural skill set. Armed with that information, Valaise decided to go back to school to pursue a degree in Accounting. After completing the foundational Accounting courses, Valaise decided to broaden her horizons and change to the field of Finance where she earned a Bachelors of Business Administration with high honors @ Davenport University. “I realized that the community of people I grew up knowing and loving could benefit from the gifts and knowledge that I had been blessed with, so I began to nurture that skillset so I could give back”, says Valaise. Valaise is committed to a lifelong journey of learning demonstrated by completing various Income Tax courses throughout the years in addition to completing the Personal Financial Planning curriculum @ Oakland University. Having spent 10 + years overseeing the back office operations, managing the compliance policies & procedures, conducting the portfolio administration & account reconciliations for a book of business in excess of $1 billion, Valaise’s experience expands beyond the classroom. Valaise is a member of the National Association of Tax Professionals as well as a Certified Minority Business Owner and will continue to remain educated on the evolving world of services offered by Tried and True.
Valaise serves an array of clients and businesses in Downtown Detroit, Midtown Detroit, TechTown Detroit, Farmington Hills, Redford and around the Midwest.
