Joan Sharp offers small group conversations each quarter. She assists individuals and families in an open dialog to support them in how to use their human talent and financial resources to make confident choices that achieve their vision, support their values, and establish their legacy. The first session includes an introduction and review of each participant’s Kolbe A Index.
Joan holds a Masters of Science in Financial Services (MSFS) from The American College, and a Bachelor of Arts in Economics from Southern Methodist University. Joan is a Kolbe Certified™ Consultant, Certified Financial Planner (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Advisor in Philanthropy® (CAP®), Registered Life Planner® (RLP®), Certified Financial Transitionist®(CeFT™), and has completed both parts of Money Quotient Financial Life Planner education.
In person Conversation Groups are $1,500 per person
Zoom online Conversation Groups are $750 per person