Hi! I’m Cassandra.
AUTHOR | SPEAKER | FINANCIAL PLANNER | FOUNDER & CEO Cassandra Smalley Wealth Management
I speak about money, mindset, and life. And, I am an advocate for empowering women’s wealth. I help women feel confident at the financial table so they can dream big and enjoy a fulfilling, purposeful, creative, and joyful life. I am a CERTIFIED FINANCIAL PLANNER™ professional and hold the Chartered Financial Analyst designation.
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Speaking
Invite Cassandra to speak at your next in-person or virtual event.
Cassandra enjoys speaking to audiences about personal finances, discussing topics related to financial inclusion, closing the gender wealth gap, and empowering others to have more open, honest, and vulnerable conversations about money matters.
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Wealth Academy Accelerator
These online courses are designed for those who want to learn and implement the foundations of financial planning. These programs are designed for the self-directed learner, so you can decide what to prioritize first and learn at your own pace.
More Courses Coming soon!
The Why of Wealth
Cassandra Smalley’s book, The Why of Wealth, explains why it is so important for women to be involved in personal finance and the unique challenges and issues women face in their personal journeys to financial freedom. Through research, interviews, experience, and her proprietary five-step process, Cassandra illustrates simple and effective systems for transforming and elevating your financial success.
Mastering the Steps of a Wealthy Mindset to Live Your Joyful Life
You will learn:
A framework for building financial confidence.
Methods of financial self-care, positive habits, and successful financial communication.
How to achieve financial security and save for goals like college and retirement.
Vital considerations for retirement and financial longevity.
How to align your values and vision to live your life with purpose, fulfillment, and joy.
“Design your future”
You will also find checklists, exercises, and action plans that will help you build your very own pathway to success. Whether you are early in your career, managing your own business, a mother trying to juggle it all, or enjoying retirement, you will be uplifted and empowered to design your extraordinary life.
What people are saying about The Why of Wealth:
“From the beginning, Cassandra really captures the whole picture of why this information matters, and more specifically why it matters to women. From real-life stories to thought-provoking research, The Why of Wealth is a valuable contribution to our field.” — Emily Koochel, Ph.D., AFC®, CFT- I™, eMoney Advisor
“A must read for women! Cassandra beautifully ties together personal anecdotes, research findings, and quotes from experts into this empowering book that provides insights into factors that contribute to the gender wealth gap. With tangible tips found at the end of every chapter, this book will improve your financial health and well-being.” — Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, K - State
“This book is a game changer for women who have never had a voice in their own financial success, either out of fear of the subject of finance itself or through outdated gender roles where their voice was discouraged or even silenced. For so many reasons — including longevity — women of all ages need to have a financial success plan where they can enjoy the journey with confidence!” — Barbara Grilli