Joanne decided to become a Financial Professional when her Mom, who as a recent widow had no idea where to turn, or who to trust and was constantly asking what she should do with her money.
So, early in her career, Joanne developed a strong expertise in dealing with those who have been widowed and who need to be able to make informed, life-changing decisions during this difficult time.
Helping your (adult) children help you
Preparing your children for inheriting wealth (Inheriting?)
Facing new challenges
Taking over all the financial decisions
Making smart choices
Protecting your interests