How Joel Gives Financial Directions
Joel Cleverley joined the financial services industry in 1980. Since 1986 his work utilized an approach
that saved survivors
of setbacks significant sums of money.
“I respect when clients realize what once seemed impossible using relatively
simple adjustments in their focus.” Joel's most important professional contribution has been turning
difficult client situations around.
Joel served as senior associate in financial services and management for 11 years and Director of FHS (formerly CFA) since 1988. His licensing, education and work have attracted elite knowledgeable support networks, many with the highest degrees in their field.
Joel organized precise enhanced
financial processes through years of research and testing and was honored by industry peers for his “excellent service”. Frequent comments about his
work inspired the name Financial Health Services.
"Setbacks can be a major distraction to financial
progress. My service compensates for
money clients lost so they can attend to
other important things." Joel’s Gap Finder and
Three Point Discovery provides
a painless way to get accurate bearings. His Case Analyzer custom filters innumerable proven solutions to find the right ones for the client.
Which path to take? Financial Directions
uncovers options that
fill financial gaps between where a client is going, the desired destination, and their higher road. Joel's evaluation adds cost effective value with corrective moves that equate to a fortune of untapped money.
“My philosophy about professional collaboration makes a quantum difference in
the way finances turn out. You can’t put a price on providing solutions
after severe financial losses amassed from setbacks have robbed peace of mind for
decades.”
Joel’s dedicated service has been rewarded with years of client loyalty.
If you have questions, please
contact us.