Life Strategies, LLC
Joan Sharp is the founder of Life Strategies, LLC; a firm that recalibrates a client’s connection between life and money. Life Strategies, LLC provides clarity and confidence to clients who have wealth, making sure their financial resources enhance their life path not control it. Sharp’s perspective is fresh and cutting edge.
Prior to founding Life Strategies, LLC, Sharp developed a keen understanding of the conflicts and misunderstandings that can arise between advisors regarding wealth management. Sharp sensed the need for an interactive approach, discovering that most individuals make fiscal choices based upon money patterns that have been unconsciously engrained through a variety of social pressures. She realized that people, when asked to take an introspective look at their life choices, do not connect with their core values. She honed her financial planning skills at Lau & Associates and the Wilmington Trust Company and learned to put the client first. Life Strategies, LLC was founded with the goal of discovering a client’s core and aligning it with their life’s vision.
Personal values differ for each person. For Sharp, that vision is to serve her community through philanthropic endeavors. She serves on the External Affairs Board Committee of Christiana Care, the Board of the Delaware Art Museum and the Board of the Delaware Community Foundation.. She also engages in community outreach through a variety of professional organizations, including the Delaware Forum of Executive Women and the Wilmington Rotary. In the past, Joan was president of the YWCA of Delaware and on the strategic planning committee of the Delaware Breast Cancer Coalition.
Sharp participated in the PA Conference for Women on October 2, 2012; November 27, 2012, she was a panelist for two sessions at the Louisiana Women’s Conference in New Orleans; November 28, 2012 a panelist at the CFA Annual High Net Worth Conference; June 6, 2013 a panelist at the CFA Annual Endowment and Foundation Conference; October 3, 2013 a panelist at High Water Women Investing for Impact Symposium, NYC. Received the 2012 Governor of Delaware’s Outstanding Volunteer Award on October 25, 2012, and was published on Forbes.com, “Put the Client First”, and “Gifting to Kids” .
Joan holds a Masters of Science in Financial Services (MSFS) from The American College and Bachelor of Arts in Economics from Southern Methodist University. Joan is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Chartered Advisor in Philanthropy (CAP), Registered Life Planner (RLP®),Certified Financial Transitionist(CFT™), and Money Quotient Financial Life Planner.