More than a music lesson - a life-changing experience!
At ISJ Independent Financial Planning, we are dedicated to providing comprehensive financial planning services to individuals, particularly those retiring, divorcing, or seeking to secure their financial future. Our team, led by award-winning financial planner Lena, offers personalized guidance and expertise to help you achieve your financial goals.
Our Services
We offer a range of services designed to cater to your unique needs. Our services include cash flow modeling, financial planning for women, investment planning, lifestyle financial planning, inheritance tax planning, tax and trust planning, and retirement planning. Each service is tailored to provide you with a clear understanding of your financial situation and empower you to make informed decisions about your financial future.
Our Expertise
With over 30 years of experience in the financial services profession, Lena has honed her expertise to provide top-notch independent financial advice. Her commitment to going above and beyond for her clients has earned her the prestigious Growth Investor Award in 2022. You can trust that you are in good hands with ISJ Independent Financial Planning.
What Sets Us Apart
What sets us apart is our professional yet relaxed approach to financial planning. We understand that financial planning can be daunting, which is why we strive to make the process as comfortable and stress-free as possible. Our goal is to provide you with expert guidance and support, empowering you to take control of your financial future.
Our Commitment to You
At ISJ Independent Financial Planning, we are committed to providing you with exceptional service and guidance. We take the time to understand your unique needs and tailor our services to meet your specific requirements. Whether you're looking to retire, divorce, or simply secure your financial future, we are here to help.
Financial Stability and Trust
The reviews highlight the exceptional service provided by Lena, a financial advisor who has made a significant impact on her clients' lives. The common thread throughout the reviews is the trust and confidence clients have in Lena's expertise and personalized approach.
Professionalism and Expertise
Clients praise Lena's professionalism, knowledge, and experience in the field of financial planning. She is described as "very professional, helpful, and personable" and having a "holistic approach" that puts clients at ease. Her ability to understand individual circumstances and provide tailored advice has been instrumental in helping clients achieve their financial goals.
Personalized Approach and Results
Lena's clients appreciate her ability to take the time to understand their unique situation and provide personalized solutions. This has led to remarkable results, such as becoming debt-free, buying a new home, and even early retirement. Clients appreciate Lena's commitment to finding the perfect solution that supports their personal lifestyle.
Client Appreciation and Recommendations
Throughout the reviews, clients express their gratitude and appreciation for Lena's guidance and support. They wholeheartedly recommend her services, with one client stating, "If you need financial advice, don't hesitate to get in touch with Lena, without hesitation I thoroughly recommend her."
