I’m Jill Davis, the founder and CEO of Tri-Strand Financial where the mission is to provide individuals, families, seniors, and small businesses in Southwest Florida with financial education, coaching, strategies, and action plans for creating a happy, financially secure future throughout their life span.
We know that financial stress takes its toll on physical and emotional health. It is often a reason for major conflict in families culminating in divorce. There is no formal training or education provided in schools related to finances. People have very little understanding about money, money management, debt, investments, insurance and how to accumulate wealth. We fill that gap through strategic services that educate, empower, and help motivated people to set a course for success.
Why Choose Me as Your Financial Coach
I have extensive training as a financial coach and a passion for helping people to shift from a disorganized and crisis approach to money management to a purposeful plan where they live their dreams today, tomorrow, and during retirement years. My qualifications include licensure and certifications in strategic life insurance products and annuities that provide protection and serve as investment vehicles for building a solid and financially secure future.
During the years surrounding the recession of 2007, and through my former Hope in Housing corporation, I became actively involved in helping homeowners with real solutions that provided options for avoiding foreclosure, relinquishing their property, eliminating debt, and restarting their future with dignity. Services included referrals to foreclosure defense attorneys, experienced mitigators, and realtors with expertise in short sales; debt reconciliation for clients and businesses; credit repair; and financial counseling.
Years later, Tri-Stand Financial was formed to work with individuals, families and small businesses who had financial resources and a strong desire to take control of their financial future. And instead of guessing and making arbitrary choices, these clients understood the value of making financial decisions guided by experienced and knowledgeable coaches and expert financial professionals.
Tri-Stand Financial programs include one-on-one financial consulting, live small and large group workshops and informative online webinars. Tri-Stand Financial relies on a team of expert financial and legal professionals. This provides you with access to comprehensive financial services including financial planning, life insurance advice, retirement planning, debt management, tax planning, flexible annuities, IRA investment options, asset protection, living wills and trusts, and resources to deal with financial stress – everything you need in your financial toolbox for living a happy, financially secure life for as long as you might live.
What Tri-Strand Financial Means to You
The three stands of financial freedom include financial analysis, financial security, and financial planning. During financial analysis, we identify and evaluate your individual needs and goals, financial strategies you currently have in place, their adequacy in meeting your needs, and gaps that put you at risk. We also analyze the impact of financial stress on your physical and emotional health and relationships.
During the phase of financial security, you are provided with recommended financial products that are best aligned with your life stage, needs for security, living expenses, and asset protection. As you take steps to become financially secure, there is a reduction in your financial stress. This enhanced state of mind can strengthen your relationships and greatly improve your physical and emotional health.
The financial planning phase involves the formulation of an action plan that best meets your financial needs for security, wealth accumulation, living expenses, and asset protection. This plan assures that your financial needs will be met throughout your retirement regardless of the length of your life.