Personal financial guidance provided to
Individuals and families through Organization, Navigation and Education
Call: (919) 349-3940
Personal Financial Services, LLC Is Your Trusted Partner
Services
- Preparation and monitoring of a budget and cash flow projections
- Organization and review of monthly bills and credit card statements to include scrutiny for accuracy and red flags. This will include a monthly summary of all bills paid.
- Personal financial statement preparation and update
- Review of monthly bank, investment, and credit statements to ensure all accounts are coordinated to meet short-term cash flow needs as well as long-term objectives
- Review life insurance and property and casualty coverage to include coordination of updates with your insurance advisor as needed
- Review estate documents and coordinate with your attorney and other advisors regarding updates or changes that should be considered
- Organize tax documentation and coordinate with your CPA for tax preparation, filing, and funding of tax obligations
- Attend meetings with your attorney, CPA, and investment advisor and coordinate follow-up as needed
- Assist with the organization of financial affairs during an estate settlement
Services will be customized based on the individual client’s needs.
Susan C. Jessup, CFP®
I was a senior private banker and relationship manager for the Triangle East region of Wells Fargo Private Bank until September 3, 2021, when I decided to retire from corporate life. In that position, I worked with high-net-worth individuals and families to identify their goals, objectives, and financial needs and then help create and implement a plan to meet these needs. This was done through the coordination of a team of specialists customized for each client. My experience working with wealth advisors, investment advisors, attorneys, and CPAs to coordinate all aspects of a client’s relationship provides the basis for the services to be provided by Personal Financial Services, LLC.
I was a member of the Wells Fargo Private Banking team for over 30 years. Prior to joining Wells Fargo in 1991, I was with Southeast Bank in Miami, Florida for eleven years with a focus on small business banking and professional and executive banking.
I am a certified financial planner and hold a series 7, series 63, and life insurance license. I received a B.A. in Business Administration from the University of North Carolina at Charlotte and an M.B.A from the University of Miami (FL).
I live in Holly Springs, NC with my husband, Mitch. Interests include golf, pickleball, and volunteering with Transitions LifeCare of Wake County and dog rescue organizations.
Susan C. Jessup, CFP®
I was a senior private banker and relationship manager for the Triangle East region of Wells Fargo Private Bank until September 3, 2021, when I decided to retire from corporate life. In that position, I worked with high-net-worth individuals and families to identify their goals, objectives, and financial needs and then help create and implement a plan to meet these needs. This was done through the coordination of a team of specialists customized for each client. My experience working with wealth advisors, investment advisors, attorneys, and CPAs to coordinate all aspects of a client’s relationship provides the basis for the services to be provided by Personal Financial Services, LLC.
I was a member of the Wells Fargo Private Banking team for over 30 years. Prior to joining Wells Fargo in 1991, I was with Southeast Bank in Miami, Florida for eleven years with a focus on small business banking and professional and executive banking.
I am a certified financial planner and hold a series 7, series 63, and life insurance license. I received a B.A. in Business Administration from the University of North Carolina at Charlotte and an M.B.A from the University of Miami (FL).
I live in Holly Springs, NC with my husband, Mitch. Interests include golf, pickleball, and volunteering with Transitions LifeCare of Wake County and dog rescue organizations.
Susan C. Jessup, CFP®
I was a senior private banker and relationship manager for the Triangle East region of Wells Fargo Private Bank until September 3, 2021, when I decided to retire from corporate life. In that position, I worked with high-net-worth individuals and families to identify their goals, objectives, and financial needs and then help create and implement a plan to meet these needs. This was done through the coordination of a team of specialists customized for each client. My experience working with wealth advisors, investment advisors, attorneys, and CPAs to coordinate all aspects of a client’s relationship provides the basis for the services to be provided by Personal Financial Services, LLC.
I was a member of the Wells Fargo Private Banking team for over 30 years. Prior to joining Wells Fargo in 1991, I was with Southeast Bank in Miami, Florida for eleven years with a focus on small business banking and professional and executive banking.
I am a certified financial planner and hold a series 7, series 63, and life insurance license. I received a B.A. in Business Administration from the University of North Carolina at Charlotte and an M.B.A from the University of Miami (FL).
I live in Holly Springs, NC with my husband, Mitch. Interests include golf, pickleball, and volunteering with Transitions LifeCare of Wake County and dog rescue organizations.