About My Practice
When you work with Life Strategies, LLC, you know that someone is looking at your whole picture, not just one piece. We help you understand how finances play an integral part in your everyday life, from simple day-to-day decisions to long-term planning. We work together with you to develop a comprehensive financial direction that can help you achieve your goals and open the door to a more satisfying, meaningful life. We then work together to implement the plan. Life Strategies, LLC is a fee only company, allowing us to always put your interests first. We are not an investment manager; this allows us to focus on your comprehensive financial direction without any bias.
So take the next step; open the door and call us to learn more about our fee-based planning.
Joan Sharp is the founder and principal of Life Strategies, LLC a fee only based firm focusing on comprehensive financial direction. Joan is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), and Chartered Advisor in Philanthropy (CAP).Joan holds a Masters of Science in Financial Services (MSFS).
Joan is on the Financial Planning Association (FPA) of the Philadelphia Tri-State Pro Bono Advisory Committee. She is involved and on the board of non-profits in Wilmington, DE
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CAP,RLP(R)
Considerations: My minimums are $300,000 income OR $1,500,000 Net Worth
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