Jamie Sharples, CFP®, CLU®, ChFC®

Wealth Management Advisor

Who We Serve

So many of our clients were experiencing similar challenges before engaging with our team. They were doing all they could with what they had access to, accumulating investments, accounts and products they thought would get them closer to their goals. With all these products, but no true plan for how it would all come together, they spent their time worrying about what the future would look like, unsure where they stood currently and anxious about what they still needed to do. If this sounds like you, it is important to recognize a few things…

Your Anxiety Comes From a Healthy Place

The simple fact that you care enough about your family to feel the weight of responsibility to think strategically about your future says a lot about your character. We find so many people struggle between planning for today and planning for their future. This dilemma creates anxiety for many.

Clarity is What You Crave

It is hard to know what to do when you don’t know where you stand. Simply creating a framework through which we can help you understand and quantify your best future can create significant clarity and peace of mind.

Having a Financial Plan Creates Freedom

It is too easy to feel overwhelmed by everything life can throw at us. Many people are not sure if they are making the best decisions with their money, which often leads to confusion and anxiety. One thing we’ve found to be true of all of our clients is that they are exceptionally selfless. Their desire to live life fully today, plan for the future, create generational impact, and give resources to the causes they care about, is one of the most inspiring realities of our practice. By having a plan, you move from uncertainty to the freedom and confidence of knowing that you can take care of what matters most.

If these insights spoke to you, it is likely that you share many characteristics, values and beliefs as the clients we serve and our team. Our expertise in financial planning is both deep and broad, but they way we lead our clients works best in relationship with those that share our values.

We would love to be a resource to you. Please don’t hesitate to reach out to our office manager, Barb Hanus, to schedule your complimentary introduction.

Barb Hanus | barb.j.hanus@nm.com | 713.972.8062


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