Joan Sharp is the founder of Life Strategies, LLC; a firm that
recalibrates a client's connection between life and money. Life
Strategies, LLC provides clarity and confidence to clients who have
wealth, making sure their financial resources enhance their life path
not control it. Sharp’s perspective is fresh and cutting edge.
Prior to founding Life Strategies, LLC, Sharp developed a keen
understanding of the conflicts and misunderstandings that can arise
between advisors regarding wealth management. Sharp sensed the need for
an interactive approach, discovering that most individuals make fiscal
choices based upon money patterns that have been unconsciously engrained
through a variety of social pressures. She realized that people, when
asked to take an introspective look at their life choices, do not
connect with their core values. She honed her financial planning skills
at Lau & Associates and the Wilmington Trust Company and learned to
put the client first. Life Strategies, LLC was founded with the goal of
discovering a client’s core and aligning it with their life’s vision.
Personal values differ for each person. For Sharp, that vision is to
serve her community through philanthropic endeavors. She serves on the
External Affairs Board Committee of Christiana Care and the Board of the
Delaware Art Museum. She also engages in community outreach through a
variety of professional organizations, including the Delaware Forum of
Executive Women and the Wilmington Rotary. In the past, Joan was
president of the YWCA of Delaware and on the strategic planning
committee of the Delaware Breast Cancer Coalition.
Sharp participated in the PA Conference for Women, received the 2012
Governor of Delaware’s Outstanding Volunteer Award, and was recently
published on Forbes.com, "Put the Client First"
. In November, she was a panelist for two sessions at the Louisiana Women’s Conference in New Orleans.
Joan holds a Masters of Science in Financial Services (MSFS) from The
American College and Bachelor of Arts in Economics from Southern
Methodist University. Joan is a Certified Financial Planner (CFP®),
Chartered Financial Consultant (ChFC), Chartered Advisor in Philanthropy
(CAP), Registered Life Planner (RLP®), Money Quotient Financial Life
Planner, and Sudden Money Institute Advisor.