Life Planning




 

 

Jill JILL AGGERSBURY uses her healthcare experience to help her clients integrate lifestyle choices into their financial plans. Jill has an extensive background in Healthcare as a Clinician and a Case Manager. She trained in England, has been licensed in three countries, holds a Bachelors degree from St. Mary's College, California in Healthcare Administration and has held positions in private, nationalized healthcare services as well as Managed Care. She became a Certified Financial Planner in the mid 80's after studying finance at USC. She is a Certified Enhanced Lifestyle Planner and works on a fee only basis.


Life planning is a comprehensive and holistic approach that helps map directions to your future life.
Integrating lifestyle issues and quality of life with financial decisions.

Will my money last the rest of my life?
Concerned about older parents?
Do you need help making Life decisions?
Planning different directions?
Getting feelings that you need to do something?


Some of the issues addressed: Fee based services only. No products sold. Jill Aggersbury RN.CFP is an independent Contractor and not employed by Ketron Financial, LLC.

 

 

  • ElderCare issues
  • Family finances
  • Relocation
  • College planning
  • Finding a balance for retirement
  • Insurance
  • Health
  • Trusts
  • Wills
  • Legacy
  • Managing Risks
  • Long Distance Caregiving

 

LIFE PLANNING

 

JILL AGGERSBURY RN.CFP

 

 

 

Registered Nurse and Certified Financial Planner