Personal financial guidance provided to

Individuals and families through Organization, Navigation and Education

Call: (919) 349-3940

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

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Objective

To provide peace of mind to you and your family by assisting with the organization of your financial affairs. Due to the lack of time or expertise, personal financial matters can appear overwhelming. My role is to work with you and your advisors to make this as simple and easy as possible and to ensure you are on the path to meeting your financial goals.

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.

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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.

headshot color (1)

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.

headshot color (1)

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.

headshot color (1)