Will I have enough money to retire? Have I done enough for my kids? What happens to my money when I die? Am I doing things right?
With over three decades of experience creating financial plans for hundreds of families, Christine Joly offers clear answers to your biggest financial questions.
Christine’s unique approach is to offer a lifetime of financial planning. With her ongoing help, families can plan to have enough. Enough to buy a house. Enough to put their kids through school. Enough to retire comfortably.
Christine’s clients know that she is watching their portfolios. They know that they have someone to call with their questions. And they know that, in the event of a death, Christine will execute their estate plans and take care of their families.
Christine’s clients have the peace of mind of knowing that their families will be provided for.