Joan
Sharp
,
CFP®, Registered Life Planner® , Certified Financial Transitionist®
Firm Details
YOUR VISION ON LIFE AND FAMILY Knowledge, Education & Communication Empower At River Family Advisors, we believe most people think their biggest challenge is making the right financial decision. But in our experience, the deeper challenge is that they haven't clearly identified the values, vision, and purpose that should be driving those decisions. Our role is to help them discover what is most important, create alignment between life and resources, and make decisions with confidence. When values lead and resources support, families experience greater clarity, stronger relationships, purposeful stewardship, and a lasting legacy that extends far beyond wealth. At River Family Advisors, we help families live their values and create a future that reflects what matters most. We are an advice only firm
Countries of Expertise
United States
Biography
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.
Specialties
Changing the Conversation from Money to Vision; Life Planning, Financial Transition
Billing Types
Fee-only,Quarterly Fee
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