Bridging finance and behavior. You might not realize how closely linked financial planning and family therapy are, but for Jocelyn Childs, they couldn’t be more interconnected. With degrees in both accounting and family therapy, along with the Certified Financial Planner® designation, Jocelyn deeply comprehends the complexities that exist between finances, individual behavior, and family dynamics. This distinctive blend of qualifications allows Jocelyn to navigate both the financial intricacies and emotional aspects of financial planning, particularly in managing generational family wealth.
Jocelyn is known for her meticulous "check and double check!" approach, ensuring accuracy for both advisors and clients. Her ability to build strong relationships by listening intently to clients' needs allows her to connect the dots between their financial figures and long-term visions of success in her role as a paraplanner.
Outside the office, Jocelyn enjoys hiking, swimming, cross stitching, and spending quality time with her family, including her partner Todd, their five children, and their golden shepherd (golden retriever and German Sheperd), Stella.