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Family Focused Financial

Where Genuine Relationships Meet Trusted Advice 

Schedule An Appointment

Family Focused Financial

Where Genuine Relationships Meet Trusted Advice

Schedule An Appointment

Family Focused Financial

Where Genuine Relationships Meet Trusted Advice

Schedule An Appointment

Who We Serve

We focus in serving women who make the financial decisions for their families by providing personalized financial guidance.

Through compassionate collaboration and tailored strategies, we help you pursue financial security, independence, and confidence.  

This empowers you to focus on supporting your family, pursuing your purpose, and living a fulfilling future.


Our personanlized financial fulfillment program is here to support you.

We will help you identify your goals and create a practical action plan.

Gain clarity, control, and confidence over your financial well-being with our professional guidance. 

Listen

We have a meaningful conversation about your goals and gather information on all things financial

Explore

We organize and analyze your information to create a personalized strategy and course of action

Take Action

We help you implement your financial strategies and hold regular accountability meetings

Tracking

We update each other on progress towards goals and life changes and adjust as needed

CLARITY

CLARITY

We are here to help you get organized and gain clarity over all things financial


You will be in a judgement-free zone where you may talk comfortably about your money, goals, concerns, and expectations

CONTROL

CONTROL

Become empowered in making smart and intentional financial choices

 

Having found clarity, together can begin creating a step-by-step strategy that puts you in control of pursuing your financial fulfillment

CONFIDENCE

CONFIDENCE

Be confident and reduce worry with purposeful strategies

 

Know you have the resources to help you to stay on track while educating you along the way

"As your Financial coach, my goal is to Help empower you as you achieve financial fulfillment. I strive to support and serve my clients, families and the community with understanding and compassion creating a better future for generations to come"

Shelly Sypien, Founder, Financial Advisor

Your unique needs, goals and circumstances require and deserve the individualized attention of your own financial, legal, tax and other professionals. Equitable Advisors, LLC, its associates, and Family Focused Financial do not provide tax or legal advice. The information provided is general in nature and should not be considered legal or tax advice. Please consult with an attorney, tax professional, or other advisor regarding your specific legal or tax situation.

Your Trust. Our Experience.

Investment Strategies  -  Wealth Building Strategies  - Expense Budgeting  -  Financial Goal Setting   

Retirement Planning  - Tax-Efficient Investing   Insurance Planning  -  Income Strategies  -  Estate Planning Strategies

Wealth Transfer  -  Charitable Giving  -  Lifestyle Planning

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