Leslie Apple

Our clients want to know they are making informed financial decisions that align with their values.

Perhaps in the past, they haven't felt comfortable exploring their deeply held personal values with financial professionals, which has damaged trust and led to miscommunication. While they have abundant capital, this disconnect caused them to fear they may be missing something consequential or fear their financial team may be ignoring something meaningful to them. They haven't been led through steps to create a comprehensive, coordinated strategy that takes all their assets, values and family into account. Sadly, too many people have interactions with financial professionals that don't see the human journey beyond the dollar signs. As a result, businesses miss opportunities to reach their highest potentials, costly decisions are made without full understanding of alternatives and consequences, and wealth transfers frequently fail to achieve their intended outcomes. We have seen the stress and damage caused by distrust and miscommunication. This is how we're different. We work to build trust with communication and information. We strive to help clients feel more generous and bountiful because they have thoughtful boundaries and plans for their resources that align with their values. I have earned designations that provide knowledge to help serve the complex needs of • Business owners who want to maximize their life's work and investment • High-income earners with complex compensation structures • Families who want to successfully pass wealth to prepared, grounded beneficiaries With 20 years of prior experience in education, I discover and deliver information in a manner that meets each client where they best process and make decisions. Because I owned a small business too, I remember what it was like and want to help owners realize their goals. Our process follows three steps: 1. Understand your current values, resources and goals 2. Develop a balanced strategy to achieve what is important to you now and for years to come 3. Meet regularly to execute, monitor and adjust your plan as life unfolds Schedule an appointment today, so we can begin sharing our process with you. Contact my team through Teri Church, FPQP®, at teri.church@edwardjones.com or leslie.apple@edwardjones.com