What Happens on LinkedIn Doesn’t Have to Stay on LinkedIn
Nice to See You Again
Aloha! I’m Joanna Amberger, financial advisor and estate planning attorney by day, kitten rescuer by night. I founded 3 Financial Group to help women and LGBTQ+ professionals make their finances and estate plans make sense with big-picture planning and strategies that work for your life. If that sounds like a breath of fresh air, you’re in the right place.
Make Your Inbox Work For You
Picture this: you open your inbox, and instead of a bunch of people trying to sell you something, you find bite-sized tips that reduce the mental load of handling your finances. That kind of relief is exactly what our email newsletter delivers. Want to build financial confidence at your own pace? This is a great place to start.
What Kind of Financial Services & Estate Planning Guidance Does 3FG Offer?
If “financial planning” feels like a broad term, that‘s because it is, and it should be. Your life isn’t just a retirement number or an investment portfolio, and it certainly isn’t just what you put in a will. You need to know how that job offer will impact your financial goals, how much you can afford to help with the kids’ college funds, how to protect your assets for the grandkids, what to include or update in your estate plan, and what a divorce means for your retirement plans.
At 3FG, we help you think beyond numbers, understand your financial options, and make a plan that works for every aspect of your life. It’s not just financial planning or drafting a few estate documents. It’s financial empowerment.
Are We A Good Fit?
Finding the right financial advisor isn’t always easy, so let’s take some of the guesswork out of it. We may be a good fit if you:
- Are a woman or part of the LGBTQ+ community
- Are tired of feeling talked over, rushed, or left in the dark when it comes to your financial decisions
- Feel that traditional financial advice doesn’t always reflect your life, relationships, or priorities
- Want a financial or estate planning experience that helps you feel as capable and confident as you are in your professional life
If that resonates, we have a feeling you’ll feel right at home here.
We work primarily with women and LGBTQ+ professionals balancing meaningful careers, personal goals, and evolving responsibilities. And if you don’t fit neatly into those descriptions, that’s okay too. Our approach is about making space for you—your questions, your values, and your life—so the conversation works for who you are, not the other way around.
My Promise to You
Here, there will be no jargon. My team and I speak plain English so you can understand our recommendations and feel in control of your finances. I’ll never recommend something that makes me a commission instead of benefiting you. I prioritize listening–really listening–to how you feel, what you want to accomplish, and what matters to you. And I’ll always be up-front about my fees.
How to Get Started with 3FG
Use the calendar to book your initial call with our team. Don’t worry–there’s no judging or scoring, and everything is confidential. Our first conversation together is all about getting to know you, not just what’s in your investment accounts. Together, we’ll explore your goals, and we’ll make sure you have time to ask any questions about us and the 3FG process.
Our goal is to listen well, gain an understanding of your financial picture and goals, and help you take whichever next steps are right for you.
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