Find the Certified Financial Planner™
Who's right for you.

Joan L. Sharp, CFP®, RLP®, MSFS

Life Strategies, LLC

42 Reads Way
New Castle, DE 19720-1649
Phone: (302) 324-5363
Fax: (302) 324-5364

Web site

Household Income Minimum: $300,000
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Getting Divorced
  • Getting Married
  • Life Planning
  • Starting a Family
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

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.

 

Experience

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
Series 65
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CAP,RLP(R)
Broker-Dealer Affiliation
None/NA

 

How Planner Charges

Considerations: My minimums are $300,000 income OR $1,500,000 Net Worth