Your Values. Your Life. Your Financial Plan
As a financial strategist, I excel in translating “finance into English”. And I’m on a mission to increase financial literacy and abundance through comprehensive, personalized financial preparation.
I hold certifications in leadership, management, finance, life coaching, and mental health peer support. These certifications have equipped me with the knowledge and skills necessary to offer customized solutions to my clients and partners.
Over the past 20 years, I’ve had the pleasure of advising and coaching over 1000 people to achieve their dreams through holistic financial planning. I’ve held many roles in my life; camp counselor, massage therapist, stage manager, office manager, general manager, sales trainer, coach, mentor, producer, daughter, sister, aunt, mental health peer specialist, board member, dog mommers…and they have each informed my view of the world and how I choose to contribute to it. Nothing brings me joy like watching someone achieve their goal. Whether it’s my niece learning to walk or a client having an “aha!” moment with a financial concept or seeing college planning pay off.
Specialties Include: Cash Flow Management, Life Insurance, Retirement Planning, Disability Insurance, Long Term Care Strategies
In 2024 Bailie joined forces with her father, Jeff Slevin to provide financial advising services to individuals, families and business owners.
More about Jeff!
Jeff began his career at Connecticut General Life Insurance, which later became CIGNA, in 1981. He later joined Guardian in 1989 and in 1993, Jeff was appointed Sales Manager. He served as an Associate General Agent and the Executive Vice President of Training at Certified Financial Services, LLC until 2020. Jeff has lectured across the country and has appeared at Top of the Table.
In addition to his individual practice, Jeff guides CFS associates towards identifying a clear vision for their career paths. He also coaches and partners with them on introducing business owners to Wealth Steps, a company-sponsored wellness program. Jeff finds that Wealth Steps is an efficient way to bring financial literacy into the lives of many and make the public more aware of various financial planning misconceptions of effectively planning and saving for the future.
Jeff is married to his wife, Debbie and together they have three children and 4 grandchildren. He enjoys golf, tennis, music and traveling.
For families (of all kind!)
Planning for your future is crucial, whether you’re a family of one or one hundred. We work with your life to achieve your goals.
