Joyce’s Process

Joyce’s Process

Taking the time to listen to you

Have you ever sought professional advice, only to leave feeling as though you weren’t heard or understood? That’s not only frustrating, but it’s also a waste of your time and money.

When you meet Joyce, you will be greeted by an approachable, caring and compassionate professional who is passionate about supporting your best interests—and this is especially important if you are experiencing the financial pressures and emotional complexities of a divorce.

Joyce takes the time to:

Listen to you: Joyce will sit down with you to learn all about your financial past, present and future. She will listen as you tell her your priorities, your concerns and your vision for you and your family.

Ask and answer questions: Joyce may ask you additional questions about your financial situation, concerns and goals in order to build a full financial picture. She will also invite you to ask her questions.

Analyze options: With financial expertise and state-of-the-art tools at her disposal, Joyce will analyze your situation and develop a custom short- and long-term financial plan that best supports your circumstances and priorities.

Give expert advice: Taking all of your information into account, Joyce will provide you with her expert opinion. She will take her time to explain options and opportunities, along with the associated risks and rewards. She’ll answer your questions and lead you through the plan until you feel confident in making a decision that feels right for you.

Offer additional resources: Joyce is pleased to offer her clients a full range of financial products and services. She can find creative and practical ways to expand your financial portfolio as you transition into a new stage in life.

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Joyce Owen