OUR PROCESS
Three Meetings to Financial Confidence
Your personalized financial plan is the result of a strategic, three-meeting process. We’ll get to know each other. I’ll learn your goals and dreams. I’ll gather information. And I’ll deliver a laser-focused financial strategy that you can follow to retirement and beyond.
Watch the videos below to find out what you can expect each step of the way.
The SJL Financial Philosophy
I created SJL Financial to be the type of resource I wish I had earlier in my financial journey. There’s a ton of knowledge and resources out in the financial wilderness, but also a lot of traps and dead-end roads. My approach to financial planning is built around your unique situation, to provide you with the precise tools you need to succeed. Here’s what you can expect:
- Transparent, fee-only pricing, always personalized for you
- Commitment to putting your best interests first
- Comprehensive planning for all aspects of your financial life
- Smart strategies for low-cost, passive investments in most cases
- You maintain 100% control of your accounts
- Easy-to-follow spending plans based on your goals and budget
Fee-Only Financial Planning for Delaware Professionals, Service Members and Veterans
Additional Services
Project-Based, One-Time Engagements
Maybe you already have a good sense of financial direction and aren’t seeking the scope of a full plan but need outside objective advice to tackle a specific issue. We can address these challenges with an hourly engagement tailored to your needs without high-pressure product sales.
Educational Workshops and Seminars
I can speak to your group or workforce and deliver tailored education that will add value to their lives and leave them with actionable information. Enhance productivity and relieve financial stress to allow your employees to do their best work by giving them access to a financial planner that offers advice and not a prospecting pitch.