Joan Sharp has a mission to Change the Conversation from Money to Vision for individuals and families to support their values, life experiences, legacy, and wealth using the C.E.R.I.™ Method.
Financial Life Planning
The Financial Life Planning process is an in-depth, emphatic discovery process that we use to uncover our clients’ most important life goals. Our Life Planning is grounded in our training at the Kinder Institute of Life Planning®. Joan Sharp is a registered Life Planner® trained by the Kinder Institute in the Life Planning process.
Transitions Planning
Transitions can be any life change such as divorce, death of a spouse or loved one, inheritance, retirement, sale of a business, heath issues, or other life events. Financial Transitions Planning provides guidance, perspective, and organization to help our clients make wise choices during transitions. Joan Sharp is a Certified Financial Transitionist® and a member of the Mastery Program at the Sudden Money® Institute.
The C.E.R.I.™ Method
Many families have an understanding of their values and principals as they relate to their heritage and future legacy. But when left unspoken, there is often a lack of clarity among family members, which can make specific decisions difficult. We work with families using the C.E.R.I.™ Method to help them articulate their vision and apply it to plans and decisions. The first part of C.E.R.I.™ is Communication, and the Kolbe A™ Index is the first step supporting more effective communication. Joan Sharp is a Kolbe Certified™ Consultant.
Take the Kolbe A™ Index to understand your natural strengths.
Use code RiverWeb
Coordination & Oversight
River Family Advisors LLC does not manage money. Instead we collaborate with your existing financial advisors or money managers. Using C.E.R.I.™, the R in C.E.R.I.™ stands for Resources. We use a disciplined traditional financial planning process to ensure that money is managed to support life and visions. For each client, we complete a rigorous Financial and Cash Flow Planning process.
Minimum Annual Fee is $12,600 ($3,150/quarter) may be higher depending on complexity.
I work with people who have inherited or built significant resources to change the conversation from money to vision.