Joanne Hale

Thank you for visiting my page! Although I live in the Florida panhandle, I help clients anywhere in the US with financial advising and building a legacy.

My clients often tell me they appreciate how approachable I am. I like to be thoughtful in answering all your questions to empower you to begin your journey towards financial freedom. This includes topics on saving, investing, retirement planning, and insurance needs. I believe in cultivating long-term relationships with my clients through sharing my knowledge and skills rather than selling them.

To be fully transparent, I do “walk the talk”—I am on Baby Step 6 of Dave Ramsey’s “Common Sense Approach”. Dave’s steps provide great guidelines to make informed decisions; when my clients prefer a personalized approach, I am more than willing, able and happy to do so.

As a retired military veteran, helping the military community is a meaningful goal of mine. I understand the unique challenges and opportunities military life presents and I can make the most of financial options available to veterans during and after service.

I look forward to connecting with you and learning how I can strengthen your financial goals. My services support diversity, equity, and inclusion.