Your Journey Starts Now
Where are you heading?
Many people do not know where to start when planning for their financial future. And I help them to understand where they are now and how to get to their goals. The financial journey has four mile stones:
Financial Stability
Financial Security
Financial Freedom
Financial Success
I educate families and individuals on how to navigate and succeed at each level, and how to advance to the next.
Here's What Clients Are Saying About My Strategies
I work with people from various walks of life from across the United States. Here's what a few of my favorite clients are saying about my services.
Ms. Jones was very professional and thorough in her explanations. She showed me better products that gave me both growth and safety for my money.
David Johnson
Software Engineer-Worldwide Flight Services
Not only was Hana knowledgable about finance, but because I'm a legally blind person she went above and beyond to make sure I was comfortable and taken care of throughout her service.
Amril McClean
Early Retiree
As a retire I get a lot of offers on the phone and in the mail. And I appreciate Hana's patience in researching the different options and explaining all the fine print so that I could make an informed decision.
John MacKneil
Retired Veteran
Through Hana I was exposed to amazing information for growing my money.
Melvin Ifudu
Uber Driver
Hana helped me set up a plan for my children's future education and get coverage for any health crisis along the way.
Jeannette Simpson
Home Health Care Nurse- Self Employed
Hana works with great financial companies. She always update me on better deals and benefits to get the most out of my money.
Aaron Frazier
Mechanic - NJ Transit Corporation
Addressing the F.E.A.R
Thinking about money can sometimes be discouraging. You might be an individual or family living from pay check to pay check, struggling to keep up with the bills...
