Anchor Point Financial Planning is a financial planning and investment management firm based in Seven Lakes, North Carolina, serving clients nationwide. Founded by Jody Beene Smith, a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst, the firm offers guidance designed around each client’s goals, values, and life circumstances. Its approach begins with listening and helping clients understand their options before making important financial decisions.

Services include comprehensive financial planning that brings together cash flow, retirement, family priorities, investments, and future decisions. The firm also provides fiduciary investment management aligned with a client’s broader financial plan, as well as retirement and income planning focused on sustainable income and upcoming choices. Anchor Point supports clients through significant life transitions, including divorce, widowhood, career changes, and inheritance.

The firm works with women building financial independence, couples and families, people navigating major transitions, and high-earning professionals managing complex finances. Its planning process aims to offer clarity for current decisions and greater confidence as clients move through changing circumstances.