Joni Carlisle

Examining your personal finances can feel overwhelming: How much do I need for retirement? Do I have enough of an emergency fund? Do I have enough life insurance coverage? If you’re asking yourself these questions, you are not alone. When deciding on a financial advisor, it’s important to choose someone with a wealth of practical knowledge, personal experience and a passion for people.

Prior to launching my career with Edward Jones in 2015, I was a practicing attorney with the US Air Force. In that role, I served military members in a range of legal matters. When I left active duty to become a part time member of the Oregon Air National Guard, I decided to change careers. I was recruited by Edward Jones where I saw the tools, resources and client-centric approach that would help me realize my vision for helping others.

I use an established process to work with individuals, families and business owners to address the following areas: retirement income strategies, estate considerations, financial strategies after divorce, business retirement plans and survivor and long-term care needs.

What you can expect from me:
- Transparency - open and candid communication about my recommendations and costs.
- Exceptional service - my relationships with my clients are personal and long-term. You will never have to dial a 1-800 number to get in touch with me.
- Goals-centered advice – every investment you own should have a purpose. I do not provide quick fixes or “one-size-fits-all” solutions.

I’m a good fit if you:
- Value an ongoing relationship with your financial advisor and want a partner to help you navigate the market to meet your goals
- Want to feel informed and empowered about your financial goals
- Prefer a customized strategy that will be shaped and updated based on your goals and priorities

If you are interested in learning more, email me at [email protected] to schedule a complimentary consultation.