Joan Van Allen

From my parents, I learned to be very frugal. I also learned by observation that I should try to handle everything myself, including my finances. I had very little knowledge around investing, so I made decisions on what "seemed right" at the time. It wasn’t until much later in life when I started working for a financial company that I began to learn the importance of seeking guidance from a financial professional. My passion to help others, especially women, foster their financial well-being started to blossom.

As a financial advisor, I have found that many of the women I meet are just like me. So many women are referred to me that are bright and career-minded, passionate about what they do and successful in life and their careers. They are often balancing the pressures and demands of their job and personal life, leaving little time for anything else.

Whether they are changing jobs, retiring or suddenly single, they all share similar concerns:

Will my money last?
Will I be able to continue to live the lifestyle I desire?
How can I feel greater confidence in the decisions I make?

As a result of working with me you will:
* Begin with a financial foundation to create your life by your design, customized to your unique financial situation
* Implement a personalized investment strategy to balance your desire for safety with your need for growth
* Join our unique events to gain more knowledge, support and encouragement and to help keep you on track

My true purpose as a financial advisor is to provide an inspiring and supportive environment where you are encouraged to focus on your life and future and position your wealth to achieve the life you yearn for.

If you are ready for a better understanding of how your money will support your lifestyle – contact us today. We'd love to hear from you.