Independence Navigator

Company Information

Member Independence Navigator
Phone (737) 337-4357
Social Networking
Member Since 9/24/2022
Business Categories Financial Services

Business Description

Hello, my name is Shannon Tefft-Janes. I offer my MBA and 20+ years of business ownership and consulting experience to help overcommitted people avoid costly mistakes and paralyzing stress caused by common, but complicated, financial situations. Solutions include daily money management & household administration "family office" type services for busy or overwhelmed folks; personal finance consulting and coaching to guide clients in realizing financial goals; and "business side" administration services to harried Executors/Trustees with an eye on maximizing estate value and minimizing costs and conflicts. I free my clients to focus on more important things in life while I save them money, keep assets safe, and guide them toward achieving or maintaining financial independence.