Angela Jolley

Financial Advisor

CFP®, CKA and Philanthropic Solutions in Financial Planning an AHA & FPA Certificate Program

My Approach

The clients we serve best have the following qualities: Value our work together Our clients trust their financial advisor to help them make wise choices. Desire to become better financial stewards Our community of clients appreciate and are willing to learn from the advice of an expert. Value planning They are willing to wait to full fill their desires; they work with us to establish spending, saving, insurance, and investment plans. Accept responsibility Our clients work with us to establish plans to ensure their family is provided for whatever comes. Are goal setters All of our clients realize that achieving their goals requires money and planning. Are individuals who can handle the truth Our clients want to hear the truth from us no matter what. Get joy from giving Our clients want to to be able to confidently give toward what is important to them. Are people, just like you Our clients are regular people who desire to make wise choices with what they have. Many also appreciate working with a Christian providing advice from a biblical perspective.

The Clients I Serve

AAPI, Black Americans, Business Owners, Christians, Executives, GenX, Government & Military, High Earning First Generation, Latino, LGBTQ+, Millennials & GenZ, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Teachers & Educators, Women & Female Leaders, Working in Retirement

Major Milestones I Specialize In

Buying a Home and Relocation, Career Changes or Job Loss, Caregiving for Aging Relatives, Compensation Changes, Death in the Family, Disaster Recovery, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, First Job and Career Entry, Funding Education, Getting Married and Starting a Family, Identity Theft or Bankruptcy, Retirement Planning, Starting a Business, Starting to pay attention to your money and investments, Sudden Wealth or Inheritance, Widowhood

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

I provide personal financial advice designed to help you: Define your goals Establish plans to reach your goals Implement your plan Provide accountability Adjust your plan over time as you achieve your goals and set new ones Enjoy more peace and confidence for your future Bless others in your life. Biblical perspective

Disclosures

Investment Adviser Representative with advisory services offered through Aspire Capital Advisors LLC. a Registered Investment Adviser. AFG Financial, and Aspire Capital Advisors, LLC.are not affiliated entities. Emails are archived and subject to review. The text of this communication is confidential and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately notify the sender and destroy the email without copying or further dissemination. Your cooperation is appreciated. You can check background information at SEC’sAdvisor Check. Important Information from FINRA to consider before transferring your account. Please visit Aspire Capital Advisors, LLC website at www.InvestWithAspire.com for important disclosures.

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.