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United States
Changing the Conversation from Money to Vision; Life Planning, Financial Transition
YOUR VISION ON LIFE AND FAMILY Knowledge, Education & Communication Empower When one family member has a change in life it effects the other members of the family. Change can be stressful for individuals and families, and often families that are experiencing significant change can become overwhelmed and operate below their normal capacity. Preparing for changes in advance, and guidance through the financial decisions that must be made, will help families move through the transition more easily. At River Family Advisors, we are skilled and trained to understand individual and family dynamics during changing times. We can calm the overwhelmed, help to avoid regrettable financial decisions, and make life and family more comfortable and enjoyable. We believe in collaborating with other relevant family advisors to support clients in all areas of their lives. Families and individuals realize financial security, success, and clarity by working with River Family Advisors LLC. We combine transition and life planning with financial architecture in a personal, confidential, and professional capacity.
Fee based on Net Worth and or income and complexity
Joan Sharp founded River Family Advisors to fill a void she saw in the financial planning sector. As her career develops, Joan continues to see that individuals make choices based on money, ingrained through a variety of family and social pressures, that sometimes results in unhappiness. But Joan finds that money is often an excuse. When asked to take an introspective look at their life choices, people realize the decisions they’ve made, align with unspoken values, visions and expectations, not money. Joan calls herself a Family Advisor in recognition that people’s values and vision, start with family. She is on a mission, Changing the Conversation From money to Vision™ for her clients. Joan holds a Master of Science in Financial Services (MSFS) from The American College, and a Bachelor of Arts in Economics from Southern Methodist University. Joan has continued her training, bearing the titles of Kolbe Certified™ Consultant, Certified Financial Transitionist® (CeFT™), Registered Life Planner® (RLP®), Certified Financial Planner (CFP®), Chartered Advisor in Philanthropy® (CAP®), and Chartered Financial Consultant® (ChFC®). Additionally, Sharp has completed both parts of Money Quotient Financial Life Planner education.
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