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  02/26/2021      01:00 pm

The Kornelia Stephanie Show: "Bringing “Money” ,“Life” and “Dreams” together then have them work in unison" with Joan Sharp

Co-Host Profile

Joan Sharp MSFS


Joan Sharp has a mission to Change the Conversation from Money to Vision for individuals and families to support their values, life experience, legacy, and wealth. She assists clients in how to use their human talent and financial resources to make confident choices that achieve their vision, support their values, and establish their legacy.

Joan's ideals include keeping an open mind, living by your vision, working in service to others, practicing self-advocacy, striving for inner harmony, and making a difference. With a drive for continuous improvement, Joan has a breadth of experience and education, holding a BS in Economics from Southern ... Read more

Joan Sharp has a mission to Change the Conversation from Money to Vision for individuals and families to support their values, life experience, legacy, and wealth. She assists clients in how to use their human talent and financial resources to make confident choices that achieve their vision, support their values, and establish their legacy.

Joan's ideals include keeping an open mind, living by your vision, working in service to others, practicing self-advocacy, striving for inner harmony, and making a difference. With a drive for continuous improvement, Joan has a breadth of experience and education, holding a BS in Economics from Southern Methodist University and an MS in Financial Services from The American College. While honing her financial planning skills at wealth advisory companies as a certified financial planner (CFP®), Joan noticed a disconnect between a person's vision and their resources.

Joan is trained and holds certifications in Certified Financial Planner (CFP®), Chartered Advisor in Philanthropy® (CAP®), Registered Life Planner®(RLP®), and Certified Financial Transitionist®(CeFT™). Joan learned at a young age to appreciate that everyone's vision and perspective differs – no matter the topic. Having seen the need to make finances more personal, Joan became a Kolbe Certified™ Consultant and built her business to serve the need of prioritizing vision before resources. When Joan works with clients, she tries to instill self-advocacy in them by asking questions about their interests, listening, and learning how they see the world. Joan built her business by pointing out the underlying vision and values of a person and helping to plan resources as it relates to their ideals.

Much of her time is spent in service to philanthropic endeavors. Philanthropic work for Joan started in high school with American Field Services. As an example of the variety of organizations she has partnered with, in the past, Joan was president of the YWCA of Delaware, on the Board of the Delaware Art Museum, and was the recipient of the Governor of Delaware’s Outstanding Volunteer Award. Today, Joan continues to spend her time outside of the office, partnering with philanthropies whose mission and ideals align with her own. She is also a member of several professional organizations, such as the Wilmington Rotary.

Joan intends to give the gift of empowerment and inspiration by supporting her clients to see what can come from considering an individual's vision before resources. She speaks on the same topic for various organizations, some of which include those in support of women. Joan hopes to leave a legacy of empowerment, where people are living and communicating their vision and purpose – changing the conversation for years to come.

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Testimonials

  • "Thank you Dr. Pat. I am just so excited about your future and how you’re exploding. So, more people need Dr. Pat!"
    Listener-Rhonda Britten

  • "I loved the interview with Dr. Pat. I think it is at the very top of my list of best interviews ever. Thank you and feel free to ask me to chime in any time."
    Dr. Joseph Cardillo

  • "Dear Pat, I can't thank you enough for a wonderful interview. It goes to the top of the list - because,I believe, you really understand the material in ways that most people don't at their first exposure to the material. As you know, it seems simple on the surface but includes so much of the latest research in a number of areas."
    Ditta M Oliker

  • "Thank you for having me on your show. I really enjoyed it and appreciate you having me as a guest. You are a wonderful host and very knowledgeable about everything business and technology." Best wishes - Ian Finn
    Ian Finn

  • "Dr. Pat, thank you so much and really thank you for blazing the trail for women in talk radio. And just being such an inspiration to me and so many other people. What you’re doing is so awesome and without people like you there to really step out of the box and go for it, with the psychology background, I don’t know if someone like me would have ever ended up here but I’m so happy to be here and I want to thank you for everything you’re doing. You’re one of my major inspirations."
    Dr. Kelly Neff