Quest Financial Management

read moreMint Financial Strategies is an independently owned financial consulting firm with over 19 years of experience in helping individuals and business owners plan for and mange their financial goals and objectives. Our independence means you get an objective, strategy-focused approach to your financial and investment needs. We offer comprehensive wealth management services to anyone seeking confidence over their financial future -- no matter if you're just beginning to save for your future or you're seeking retirement soon.

read moreAt Mint Financial Strategies, we understand that your individual financial situation is unique and deserves a customized strategy so you can potentially reach your financial goals. Because we are an independent firm, we have no obligation to sell proprietary products or services. What this means is we are free to be very selective in offering you only investment products and services that we believe are best suited for your financial health. We can offer you timely, unbiased investment advice with high integrity.

read moreWith Mint Financial Strategies, you get professional, courteous and independent financial strategists on your side. Not only is our financial management experience, independent advice and investment network valuable, you also need a financial consulting firm that you trust. We are committed to giving you current, relevant information with a network of financial solutions as your trusted advisors. Jody has been helping people manage their finances for over 20 years. Charlene Laney, CFP, has built her career in nance, serving clients from diverse backgrounds and with varying goals.

read moreWe believe that each client's financial situation and goals require a customized strategy so they can invest confidently and pursue financial wealth. Whether it's planning for retirement, saving for your children's college education or preparing for the next step in your life, we offer the financial planning, resources and ongoing management that you seek - all with the goal of helping you succeed in your personal and business life. At Mint Financial Strategies, our focus is working on your wealth strategy with an integrated and disciplined approach to address the wealth management issues most important to you.

read moreOne of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.