Retiree. Divorced. Widowed. Student. No matter your stage in life, you have expenses to cover, risks to avoid, and goals to achieve. A strategic financial plan helps you take fuller advantage of life's opportunities and overcome its challenges more easily.
I'm Jocelyn Black, and I'll help you clarify and prioritize your current needs and future goals, identify what financial tools make sense to utilize while minimizing cost, risk and taxes, and then together, we'll implement a personalized, comprehensive financial plan supported by extensive analysis, research and realistic projections.
I'm Jocelyn Black, and I'll help you clarify and prioritize your current needs and future goals, identify what financial tools make sense to utilize while minimizing cost, risk and taxes, and then together, we'll implement a personalized, comprehensive financial plan supported by extensive analysis, research and realistic projections.
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A native of Philadelphia, PA, daughter of two medical doctors and graduate of Temple University with a degree in communications, Jocelyn never imagined she would end up as a financial planner in the Southwest. Nevertheless, fate would lead her to become a passionate missionary of financial empowerment and future owner of ClariFinancial.
Every stage of life presents different financial challenges and opportunities. No matter what stage you're in, I offer personalized education and guidance to help you maximize your finances and achieve your goals. Plan implementation, monitoring, and follow up are customized to your needs. As a student you're striking out on your own and focusing on the basics.
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