Finances Don’t Have to Feel Heavy
Scattered accounts, patchy insurance, and outdated legal documents create nagging stress and the question: “Am I really covered if life changes?” When your strategy is piecemeal, taxes can blindside you, loved ones can be left unprotected, and years of progress can unravel.
Meet Jill: Guidance Rooted in Real‑Life Experience
When Jill’s father faced a long‑term illness, she saw firsthand how medical and financial realities intertwine. That experience inspired her to master every facet of planning so others could avoid the same chaos and heartache.
Today she offers three promises to every client:
Judgment‑Free Honesty
Tough questions are asked with genuine kindness and zero shame.
Whole‑Life Perspective
Insurance, investments, cash flow, taxes, and estate docs aligned in one cohesive strategy.
Reliable Follow‑Through
Friendly reminders and proactive check‑ins until every form is signed and every gap is closed.
The Three‑Step Plan
1
Listen & Learn
Book a 30‑minute call, so Jill can hear your story—dreams, worries, spreadsheets, sticky notes, all of it.
2
Build Your Holistic Strategy
Together, you’ll organize insurance, investments, taxes, and estate documents into one clear, custom plan.
3
Relax With Ongoing Support
Quarterly check‑ins keep everything in tune as life brings new milestones—career shifts, kids’ college, and market swings.
What Our Clients Are Saying
Working with Jill Van Nostrand has been one of the best decisions I’ve made for my family and my business. She guided me through life insurance options not only for myself, but also for my business and children, always taking the time to explain everything clearly. I fully trust Jill—she genuinely has our best interests at heart and consistently goes above and beyond. No cash or non-cash compensation was provided for this testimonial.Evan Eagleson, Owner of Eighty6 - 8004462.1.
The Difference Acting Now Makes
Wait too long and you risk tax hits that could cannibalize savings, protection gaps that strain loved ones, and lost growth you can’t win back.
Confidence
Sleep soundly knowing an unexpected illness, disability, or market dip won’t derail your family.
Clarity & Control
Understand exactly how each account and policy works—no jargon, no guessing.
Time on Your Side
The earlier you act, the more every decision compounds toward long‑term confidence.
Get in Touch with Jill
Have questions or need financial guidance? Fill out the form below to connect directly with us.