Personalized Financial Planning and Wealth Management Tailored to You Jody Robinson specializes in bespoke financial planning, wealth management, and income distribution strategies, offering both fee-based and hourly consultations. She welcomes new clients, including discerning professionals who are 5-10 years from retirement and ambitious younger individuals starting their financial journeys. Jody fosters lasting relationships, guiding clients through every stage of life—whether planning for retirement, navigating significant life transitions such as the loss of a spouse or adjusting to life after divorce, or seeking to optimize complex financial strategies.