JoanGillesFinancialCoach.com

“Joan takes the role of a typical financial planner and turns it upside down. I have clients who have worked with Joan and come back raving to me, thanking me for the recommendation that they talk to her.As a result not only does Joan look good, but as the referring professional I look good as well. As a professional making a referral to Joan, there is no higher praise I can give than that..”

-Nels L
Larsen Tax & Accounting Group

“What makes Joan different is that she puts her client’s needs first. She assesses my needs and offers products that fit for my situation, not what’s being pushed by quotas or makes the highest commissions. I trust her to make quality recommendations that fit my needs, wants and desires.”

-Ann R.
Wisdom Horse Coaching

“With Joan’s guidance and knowledge of all things financial, my husband and I were able to combine our ‘corporate’ type thinking about retirement plans and insurance coverage with flexible, independent options. It is refreshing to talk with someone who has a deep knowledge and understanding of many types of financial products and is not focused on selling only ‘her’ products. Joan’s recommendations, thoughts and ideas allow us to build both long-term financial security and entrepreneurial dreams.”

-Barbara O.
Just a Pipe Dream

“Joan, you are wonderful. Before we met you, we felt like we would never get out of our financial rut. Your tools and patient education - in plain English - have given us a clear path and a clean slate. We now have a great process for making any financial decision.”

- C. and A. Anderson

“Thank you for teaching me a model that has proven extremely helpful…it allows me to maintain control and make my own decisions which is very important to me.”

- S. James

“Working with Joan is the best financial decision I ever made. Together we have constructed a big-picture plan that allows for the variability in my freelance work without losing momentum.”

- S. Foust

“Joan Gilles has been a part of my business associates over the past few years. The thing that drew me to her as my choice was the sincere passion she brings to finding the correct solution and delivered it pressure free. I have enjoyed her passion as a financial adviser and choose to begin a business relationship after interviewing a few individuals. She was patient while I processed and probed my options and has been a delight to have in my inner network of reliable contacts. I value her expertise.”

-Sher V. Branding Specialist