Working with Smara at Oui Financial has been an incredible experience. She is not only extremely approachable, making every conversation feel like chatting with a trusted friend, but she also provides deeply personalized care tailored to my unique situation. Her patience in educating me on financial concepts has been invaluable, and she has truly helped me optimize my portfolio and financial opportunities. Most importantly, she successfully and simply set me up with a box spread loan, which solved some real financial challenges I was facing. I highly recommend her to anyone looking for expert financial guidance delivered with genuine care.

A few months ago, I decided to open a 401(k). As a French person living in the U.S. and being relatively new to retirement savings in the American system, I felt a little lost and wasn’t sure where to start. I initially contacted another company that, unfortunately, seemed to take advantage of my lack of knowledge by trying to sell me a package of services, including “managing” my 401(k), at a significant cost. Something didn’t feel right, so I decided to look for a different approach. That’s when I contacted We Financial and was connected with Smara. From our very first meeting, I felt that I was in good hands. Smara is knowledgeable, kind, patient, and genuinely empathetic. She gave me practical advice, thoughtful insights, and even shared some of her personal experiences, which made the whole process feel much more approachable. One thing that was especially helpful to me was that Smara speaks French. Being able to discuss such an important and sometimes confusing topic in my native language made a real difference. The U.S. retirement system can be difficult to navigate when you’re not familiar with it, and she took the time to explain things clearly and make sure I understood my options. I opened my 401(k) shortly after our meeting, and thanks to Smara’s guidance, I felt much more confident about the process. It turned out to be much easier than I had expected once I had the right information and guidance. I’ve now started saving for retirement and look forward to working with Smara to manage my investments going forward. I highly recommend Smara to anyone looking for knowledgeable, trustworthy, and compassionate financial guidance—especially French-speaking clients navigating the U.S. financial system.

We have used Smara on several occasions to assist us with general, and very specfic, advice on our return to France. She is personable, knowledgeable, and best of all, able to break down the intriacies of having two financial homes into bite sized pieces, so that we non-financial types can absorb and implement her advice. We found that all information that she has given us to be accurate and extremely helpful. We highly recommend Smara.

Had a great meeting with Smara and learned a lot. She was able to answer all of my questions, create an action plan for me, and also followed up to see if I had any remaining questions. I know I can reach out at any time if I want to schedule more time, the site is also super informative and updated frequently. I was recommended by family and would recommend Oui financial and Smara to anyone in a similar position. Thank you!

Thinking about one's money and investing it can be some of the most stressful experiences of adult life. Smara's kindness and patience combined with her depth of knowledge and experience make the process not only tolerable, but nearly enjoyable, thank you!! Her transnational expertise and transcultural skills make her particularly valuable for anyone navigating different countries and/or identities.

We've been working with Smara and the Oui Financial team to plan our move back to France, and the experience has been excellent. Smara clearly understands the French-American financial landscape — taxes, retirement accounts, ETFs, and all the cross-border complexities that most advisors simply don't know how to handle. She's patient, explains things clearly, and has helped us build a real, concrete strategy for our transition. As a fiduciary who isn't selling products or earning commissions, we've always felt the advice was genuinely in our interest. Highly recommend if you're navigating a move between the US and France.

Si vous avez besoin d'aide personnalisee et vous permettre une meilleure vision pour votre futur, je vous conseille fortement de prendre un rendez vous avec Smara qui vous guidera dans vos choix et vous alertera des consequences possibles de vos choix!

Excellent experience with Oui Financial. My advisor, Smara Savoy, provides sharp expertise, proactive strategies, and highly tailored advice that aligns perfectly with my long-term goals. Her transparency and professionalism are unmatched. She always takes the time to listen to my evolving goals and explain complex financial concepts in a way that is easy to understand. I now feel completely confident and secure about my financial future, and this is a huge relief. Oui Financial has made managing my finances seamless and stress-free. Highly recommended!