Name
Clover Leaf Wealth Srategies
What We Do
Clover Leaf Wealth Strategies has a particular focus on the unique needs of special needs families. We help you navigate the complexities of resources and programs so you can focus on taking care of your loved ones. When you are a client of Clover Leaf Wealth Strategies you are part of the family. Our Financial Planning process utilizes a holistic approach. Starting in banking, Cortney has worked in all aspects of a family or business’s finances from lending to investing, budgeting and cash flow.
Cortney is also a Chartered Special Needs Consultant. She focuses on financial planning for families with a passion for the special needs community. This passion grew after adopting a special needs child in 2007. With the arrival of her daughter, she experienced first-hand, the isolation and lack of support parents feel as they struggle with daily challenges and complex issues. The importance of a trusted advisor has never been more evident. Cortney works daily to be that trusted advisor and a resource for the families she works with in the community.
Please visit our website for a list of services.
Cortney is also a Chartered Special Needs Consultant. She focuses on financial planning for families with a passion for the special needs community. This passion grew after adopting a special needs child in 2007. With the arrival of her daughter, she experienced first-hand, the isolation and lack of support parents feel as they struggle with daily challenges and complex issues. The importance of a trusted advisor has never been more evident. Cortney works daily to be that trusted advisor and a resource for the families she works with in the community.
Please visit our website for a list of services.
Founded
08/01/2018
Website
Categories
Financial/Planning Services
Address
43177 Nikos Street
Leesburg, VA 20176
United States
Leesburg, VA 20176
United States