Elaine Jolley

Experience

1. Financial Advisor

   Vesta Wealth Advisors

   Jan 2021 — Present

   Your goals. Your plan. Financial planning is about helping you to achieve your goals. The process is designed to be concise, and we\'ll work one-on-one to help keep it manageable. You start by answering a few questions to create a picture of where you are today and what your goals are for the future. From there, we\'ll work together to create a plan to help put your goals within reach.You can receive guidance on a variety of topics from asset allocation to estate planning—all packaged into a single written plan. There is an hourly or flat fee for the time and knowledge provided. All fees associated with the planning process will be discussed during Step 1.Our step-by-step processStep 1: Gathering InformationStep 2: Analyzing your financial status and assessing your goalsStep 3: Developing your customized financial planStep 4: Presenting your financial plan to youStep 5: Implementing your plan upon your requestStep 6: Evaluating your plan to keep it aligned with your goalsIn addition to working through the planning steps with you, you will receive individualized support—answering questions and providing guidance specific to your unique financial picture. Once your plan is created, if requested, we will continue working together and will monitor your plan to keep it aligned to reach your goals.And, if you set new goals down the road, you can count on us to work to understand where you’re headed and to help get you there.

Skills

• Enterprise Software
• Training
• Retirement Plan Consulting
• Equities
• Trade Shows
• Strategic Planning
• Technical Marketing
• Sales
• College Savings Plans
• 401k Options
• Telecommunications
• Product Launch
• Program Management
• Management
• Investments
• Leadership
• Retirement Planning
• Marketing and Marketing Communications
• Marketing
• Strategy
• Substitute Teaching
• Public Speaking
• Project Management
• Renewable Energy
• Product Management
• Successful Business Owner
• Small Business Management and Bookeeping
• Engineering
• Start-Ups
• Product Marketing
• Fixed Annuities
• Customer Service
• Event Mangement and Planning