It All Starts with a plan.
Money isn’t everything, but it touches every piece of our lives. We’ll bring your finances and your future into focus.
Fee-Only Financial Advising Designed for Your Dreams
Money can mean freedom, safety and fun. It can also stir fear, doubt and confusion. SJL Financial can help you move forward with complete confidence.
We’ll work together to assess your situation, examine your goals and develop a path ahead. Whatever you envision for your future, we’ll create a plan to get you there.
SJL Financial is a fee-onlypopup words here financial advisor. No commissions. No product pitches. Our focus is always what’s best for you and your goals for the life you want to build.
Serving clients in Delaware and across the nation virtually.
Download a Free Checklist for Understanding Your Budget & Cashflow
A Simple Process for a Personalized Plan
Everything begins with a free, no-obligation consultation. We’ll spend about 15 minutes meeting — in person or virtual, your choice — so we can get to know each other and I can get a top-level sense of your situation. From there, we really get going. Our three-meeting process is the guide to creating financial success on your terms.
1. Getting Organized
2. Setting Goals
3. Delivering a Plan
SJLF is the Smart Choice for …
Early and Mid-Career Professionals
You’re making money now (finally) but what do you do with it to accomplish your goals and achieve the lifestyle you’ve dreamed about?
Service Members and Veterans
Military families face unique challenges and financial situations. We’ll make sure your service to your country is also serving you.
Financial Education and Experience at Your Service
My name is Sam Lewis, and I’m an Air Force veteran and CERTIFIED FINANCIAL PLANNER™. I’m also a husband and a father, which is what ignited my passion for planning smart financial goals. Now I’m driven to help others envision their ideal future and then develop a long-term plan to help them get there.
