Vaneesa Cline, BCS, CHS, PFA
Vaneesa Cline, BCS, CHS, PFA
Principal, Financial Planner, Head Curator
Working together, Vaneesa works with you to define what successful outcomes may look like, with a purpose to create a cohesive, integrated strategy. It may include investments, estate and tax planning, cash flow planning and insurance solutions to work toward helping you achieve your ambitions.
She started her career in financial services in 2004, in a practice focused on medical specialists and successful business owners. Within weeks she saw her first claim — a $100,000 tax-free cash benefit paid to a business owner after a cancer diagnosis. Having insight into the intricacies of how life insurance was used in charitable giving from her previous career in Resource and Fund Development further helped her appreciate the value that could come from assisting people in safeguarding their financial health and wealth, genuinely serving a clients' best interests.
Since then, she has worked with many successful professionals who understand the importance of planning, value advice and find comfort knowing their financial goals are on track. They feel more financially secure and more confident they can handle the inevitable bumps in life.
Maura Shaftoe, CCS, QAFP
Maura Shaftoe, CCS, QAFP
Cash Flow Specialist, Lead Strategies and Problem Solver
Maura engages in frank conversations with her clients to learn about who they are, what they value and how she can help tailor a plan to fit their unique needs. Maura works with families and business owners and provides comprehensive insurance and financial planning guidance that keeps the client as the focus.
Maura is a Certified Cash Flow Specialist, helping people gain awareness of the cash flow coming into and out of their lives; she will create a customized cash flow plan that can help ensure your money is working in all areas of your life and business.
Debt management is another cornerstone of Maura's planning process. She helps you find the balance between utilizing debt, paying it down, and saving for the future.
Maura says, "You are your biggest asset."
Maura is passionate about the human spirit and equally passionate about helping people protect the future they work so hard to shape. "One thing I really believe is that everyone counts." This philosophy resounds through her role as a financial advisor and her other passion as a successful singer-songwriter.