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Lauren Smith
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Lauren Smith
Home
About
Widowed
Divorced
Head of Household
Services
Resources
Contact
FINRA's BrokerCheck
Home
About
Folder: I Am...
Back
Widowed
Divorced
Head of Household
Services
Resources
Contact
FINRA's BrokerCheck
How Will I Plan for Unexpected Costs in Retirement?
Lauren Smith 7/13/26 Lauren Smith 7/13/26

How Will I Plan for Unexpected Costs in Retirement?

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When Should I Take Social Security?
Lauren Smith 7/8/26 Lauren Smith 7/8/26

When Should I Take Social Security?

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Do I Really Need A Written Financial Plan?
Lauren Smith 6/12/26 Lauren Smith 6/12/26

Do I Really Need A Written Financial Plan?

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The Hidden Financial Pressure Women Don’t Talk About
Lauren Smith 6/12/26 Lauren Smith 6/12/26

The Hidden Financial Pressure Women Don’t Talk About

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What Should I Do With My Home As I Approach Retirement?
Lauren Smith 6/2/26 Lauren Smith 6/2/26

What Should I Do With My Home As I Approach Retirement?

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How To Help Prepare Your Child To Manage Their Finances In College
Lauren Smith 5/15/26 Lauren Smith 5/15/26

How To Help Prepare Your Child To Manage Their Finances In College

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What to Know Now About Helping Your Mom Navigate Finances Later In Life
Lauren Smith 5/4/26 Lauren Smith 5/4/26

What to Know Now About Helping Your Mom Navigate Finances Later In Life

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Simple Ways To Know You’re On Track Financially
Lauren Smith 4/23/26 Lauren Smith 4/23/26

Simple Ways To Know You’re On Track Financially

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Taking a More Active Role in Your Family Finances: How to Start the Conversation
Lauren Smith 4/21/26 Lauren Smith 4/21/26

Taking a More Active Role in Your Family Finances: How to Start the Conversation

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Your Net Worth, Simplified: How to Calculate It and Use It
Lauren Smith 4/2/26 Lauren Smith 4/2/26

Your Net Worth, Simplified: How to Calculate It and Use It

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3 Financial Accounts Every Woman Should Consider Having
Lauren Smith 3/16/26 Lauren Smith 3/16/26

3 Financial Accounts Every Woman Should Consider Having

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The 5 Financial Conversations Every Woman Should Have
Lauren Smith 3/4/26 Lauren Smith 3/4/26

The 5 Financial Conversations Every Woman Should Have

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Why Women Make Exceptional Long-Term Investors
Lauren Smith 3/4/26 Lauren Smith 3/4/26

Why Women Make Exceptional Long-Term Investors

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What To Do When Your Financial Plan No Longer Matches Your Life
Lauren Smith 2/17/26 Lauren Smith 2/17/26

What To Do When Your Financial Plan No Longer Matches Your Life

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How To Get Out Of Reaction Mode & Back On Track Financially
Lauren Smith 2/2/26 Lauren Smith 2/2/26

How To Get Out Of Reaction Mode & Back On Track Financially

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The Emotional Side of Wealth No One Talks About
Lauren Smith 1/15/26 Lauren Smith 1/15/26

The Emotional Side of Wealth No One Talks About

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Your Financial Detox: 3 Things to Let Go of This Year
Lauren Smith 1/5/26 Lauren Smith 1/5/26

Your Financial Detox: 3 Things to Let Go of This Year

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Holiday Favorites: My Top 5 Gifts This Holiday Season
Lauren Smith 12/18/25 Lauren Smith 12/18/25

Holiday Favorites: My Top 5 Gifts This Holiday Season

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The 5 Most Important Financial Conversations Couples Should Have Before Year-End
Lauren Smith 12/17/25 Lauren Smith 12/17/25

The 5 Most Important Financial Conversations Couples Should Have Before Year-End

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The December Financial Checklist: 5 Things To Cross Off Before The New Year
Lauren Smith 12/3/25 Lauren Smith 12/3/25

The December Financial Checklist: 5 Things To Cross Off Before The New Year

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Lauren Smith is a Financial Advisor serves as a Chief Operating Officer and Managing Partner of Winstone Wealth Partners in Houston, Texas.

She is a CERTIFIED FINANCIAL PLANNER® Professional.

Winstone Wealth Partners

1400 Post Oak Blvd., Suite 150. Houston, Texas 77056

Phone: (713) 244-3030

Winstone Wealth Partners provides all investment advisory services through
Concurrent Investment Advisors, LLC, an SEC Registered Investment Advisor.

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