Kiana Jones

Licensed Financial Strategist

Retirement Planning & Projections

Estate Planning

Business Owner Strategies

Life Insurance / Living Benefits

Advanced Financial Planning for Businesses / Non-Profits

Based in Pittsburgh, PA - Licensed in All States

  • Listening is the foundation of my financial planning approach. Let me help you discover how to overcome your fears around finance and provide a plan that can work with your unique life circumstances.

MY METHOD

  • EDUCATION

    It all starts by learning how money works so you can make the best decisions with it.

  • REVIEW

    Next, we’ll review your finances and goals from the bottom up. Everything will be accounted for.

  • Roadmap

    The last step? We’ll go over a flexible financial roadmap to help you reach your goals. Think of this as your new beginning.

COST TO WORK WITH ME

$0

I only ask for referrals if you love the services I’m able to provide. I work with over 30+ AAA Rated Financial Companies in the US that pay me very well to help clients at no cost.

Client Testimonial - Janice Bowten

“From day one kiana was a joy to work with. Not only did she create a plan for me that took all of my goals into consideration, the process was quick and painless. I’m also proud to say that i have guaranteed income built into my portfolio now.”

Book an appointment.

It all starts with a conversation. Let’s find a time to meet so I know how best to serve you and get you the best recommendations possible.

nearly 70% of americans are not on track to retire. let’s make sure you’re not part of that statistic.

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