Life Strategies, LLC
New Castle, Delaware
I work with people to recalibrate their connection between life and money.
Even people with substantial financial resources tend to let money dictate their life path. I believe financial resources should enhance your life path, not dictate it. I help people get out of their old pattern by identifying their Central Direction – which is everything they want their life to be. Then we align their existing financial resources to achieve that path.
I work on a flat-fee basis to accomplish two things. First, I take clients through the Live your core coaching process. Second I go through all the modeling and planning to integrate their Central Direction and their material resources. I collaborate with money managers, insurance professionals, attorneys and CPAs to bring it all to fruition.
The true spirit of my work is to give my clients the “anything is possible” feeling that comes from having a clear, comprehensive financial direction.
Joan Sharp is the founder and principal of Life Strategies, LLC a fee only based firm focusing on comprehensive financial direction. Joan is a Certified Financial Planner (CFP®), Registered Life Planner (RLP®), Chartered Financial Consultant (ChFC), and Chartered Advisor in Philanthropy (CAP). Joan holds a Masters of Science in Financial Services (MSFS) and is a member the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA) of the Philadelphia Tri-State area, and the Rotary Club of Wilmington. Joan is also on the Board of Directors of two non-profit organizations in Delaware, and active with other non-profits.
Get to know Joan better at her website.
* Joan participated in the January 2012 Directions Circle Training Retreat.
