Joan Sharp (CAP, CeFT®, CFP®, ChFC®, MSFS, Other)

Joan Sharp focuses in the
following client markets or areas of practice:

Baby Boomers

Charitable Giving

Estate & Generational Planning Issues

Financial Psychology/Coaching

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Planning Specialties

We are specifically trained and certified as life planners, transition planners and financial planners. We provide oversight of all aspects of Financial planning such as Estate Planning, Asset Allocation and Portfolio management to ensure that documents and portfolios support life decisions. We work with a client’s existing relationships or by referring to third-party advisors.

Our firm brings a wealth of experience working with individuals, couples and families.

Additional Information

We are an independent advisory firm serving individuals and families we structure process for both personal and financial decisions to ensure that money supports life and change.

The Firm’s mission is to bring a new logic to family wealth planning by helping individuals and families use heart and hard data to support their individual lives and their places in the larger family system. Our goal is to assist clients in gaining vision about life and family purpose, and help them determine how to use human, family, and financial resources to make confident choices without regret