Your Financial Partner
Professional Financial Strategist For Your Needs
From bookkeeping and retirement planning to investing in your child’s future, I help individuals and business owners make smarter financial decisions every step of the way.
Our Reviews
What Our Partners Are Saying
Every client has a story. Whether they came to us overwhelmed, planning ahead, or ready to invest in their child’s future, we helped them find a clear path forward. We take the time to understand where you are and where you want to be. Over two million have been closed in retirement investments in 2025, and we’re just getting started.
What We Offer
We provide a full range of financial services tailored to where you are in life and where you want to go. Whether you’re just getting started or planning your next chapter, there’s a solution here for you. We believe everyone deserves access to smart, straightforward financial guidance, and we’re here to make that happen.
Bookkeeping
Managing your finances shouldn’t feel like a second job. We handle the numbers so you can focus on what matters most. From tracking expenses to keeping your records clean, we’ve got it covered. When your books are in order, everything else gets a little easier.
Financial Strategy
Where you are today doesn’t have to be where you stay. We work with you to build a personalized plan that fits your life, your goals, and your timeline. Smarter decisions start with a clearer picture. We’re here to help you see it.
Retirement Strategy
The best time to plan for retirement is before you need to. We help you figure out exactly what you need and build a strategy to get you there comfortably. No guesswork, no generic advice, just a plan built around you. Your future self will thank you.
Child Gifting
One of the greatest things you can do for your child is give them a financial head start. We help families invest early and intentionally, so your child has something real to build on. It’s not just a gift, it’s a foundation. And it’s never too early to start.
About Love Wealth Financial Group
Supporting your Financial Health: Meet Jewell
At Love Wealth Financial Group, we believe building wealth should be simple, accessible, and stress-free. We work with families, professionals, and individuals at every stage of their financial journey, no matter where they’re starting from.
Our mission has always been to show up for communities that have been overlooked by traditional financial services. We take the time to understand your story before we ever talk numbers.
From bookkeeping and retirement planning to child gifting, investments, and financial strategy, we offer real solutions built around your life. With over 2 million in investment funds, we’ve proven that the right guidance can change the trajectory of a family’s future.
We’re not just financial strategists, we’re partners in building the stability, freedom, and legacy you deserve.
The Next Steps
Taking control of your finances is easier than you think, it starts with one conversation. We offer flexible options, whether you’re ready for a full financial wellness plan or just need a strategy session to get clarity. Choose the path that fits where you are right now, and let’s build from there.
Total Financial Wellness (Core Program)
$149
Per month
Getting your finances in order starts with having the right system in place. We take a deep look at where your money is going and build a clear, manageable plan to get you on track. Over 6 months, we work alongside you to reduce financial stress and create habits that actually stick. This is for anyone who’s ready to stop guessing and start building.
- Financial Health Diagnosis
- Monthly Strategy Call
- Cash Flow Optimization
- Savings Growth Plan
- Debt Reduction Strategy
- Wealth Building Roadmap
Love Wealth Strategy Meeting
$99
Per hour
Sometimes you just need to sit down with someone who knows what they’re talking about. This one-on-one session is your chance to get clear, honest answers about your specific financial situation. Whether you’re starting fresh, navigating a major life change, or ready to start investing, we’ll map out your next steps together. No fluff, just real strategy built around you.
- Personalized Financial Assessment
- Retirement & Investment Planning
- Child Gifting Strategy
- Debt & Cash Flow Review
- Tax-Free Investment Guidance
- Actionable Next Steps
Wealth Maintenance Membership
$99
Per month
Best for clients who have completed the wellness program and want ongoing financial oversight and accountability.
Once your financial foundation is built, this membership helps you stay on track and continue progressing toward your long-term goals.
- Quarterly Financial Review
- Investment Strategy Oversight
- Financial Progress Monitoring
- Annual Wealth Recalibration
- Priority Client Support
Private Wealth Strategy
$249
Per month
Best for business owners, high earners, and advanced investors who want hands-on strategic financial guidance.
This level provides deeper wealth planning, strategic positioning, and ongoing advisory support designed to help protect and grow significant assets.
- Advanced Wealth Strategy Planning
- Investment Positioning Guidance
- Business Wealth Structuring
- Tax & Protection Coordination
- Direct Strategy Access
Business Solutions Package
$199
starting at
We work directly with business owners to build a solid financial foundation, from bookkeeping and payroll to retirement plans and income protection. The $199 strategy session is your starting point, where Jewell assesses your business needs and builds a custom plan around them. Services are priced separately based on what your business actually needs, so you’re never paying for something you don’t use.
- Bookkeeping
- Payroll Management
- Retirement Plans
- Health Insurance
- Income Protection
- Life Insurance
- Merchant Services
- Business Strategy Meeting
1-1 financial literacy sessions for teen
$99
Per Session
Building good money habits early is one of the greatest advantages a young person can have. These one-on-one and group sessions are designed specifically for teens ages 13–18, teaching them the financial skills that schools don’t cover. Jewell works directly with each teen to make the concepts real, relatable, and easy to understand.
- Budgeting Basics
- Understanding Credit
- Saving & Investing Early
- Smart Spending Habits
- Goal Setting & Financial Planning
- Real World Money Skills
Group Financial Literacy Class for Teens
$79
starting at
Group Financial Literacy Classes for Teens designed to teach money basics, saving, credit, investing, and college planning. We help teens build smart habits early and prepare for a strong financial future. Sessions are available on Saturdays and Sundays, as well as during spring break, summer break, and fall break — any additional availability outside of these times will be communicated.
- Money Basics
- Saving
- Credit
- Investing
- College Planning
Why Choose Us?
Help Our Client's Grow & Focus On What Matters
When you work with Love Wealth Financial Group, you’re not handed off to a team of strangers. You work directly with Jewell, the owner and founder, who built this company on the belief that everyone deserves a real financial future.
Jewell brings a personal approach to every client relationship, taking the time to understand your life before building a plan around it. In 2025 alone, Jewell closed over $1 million in retirement investments for her clients, a testament to the trust her clients place in her and the results she delivers.
We specialize in serving families and individuals who have been overlooked or underserved by traditional financial institutions. From your first conversation to your long-term goals, we’re with you every step of the way.
We don’t believe in one-size-fits-all advice and every strategy we build is tailored specifically to you.
Frequently Asked Questions
We know that taking the first step toward financial wellness can feel overwhelming, and it’s normal to have questions. Jewell and the Love Wealth team are always here to provide honest, straightforward answers. We are currently licensed in Tennessee, Mississippi, Georgia, Texas, Arkansas, and Ohio — and can obtain licenses in additional states as needed to serve clients nationwide. Below are some of the most common questions we hear from clients just like you.
Where do I start if I've never worked with a financial strategist before?
The best place to start is our Love Wealth Strategy Meeting, where Jewell will sit down with you, learn your situation, and map out a clear path forward.
Do I have to be wealthy to use your services?
Absolutely not, Love Wealth was built specifically for people at every income level who are ready to take control of their financial future.
What is child gifting and how does it work?
Child gifting is a strategy that allows you to invest on behalf of your child early, giving them a financial foundation that grows over time.
How long does it take to see results?
Every situation is different, but clients in our Core Program typically begin to see measurable progress within the first 90 days.
What's the difference between the Core Program and the Strategy Meeting?
The Strategy Meeting is a one-time session to assess and plan, while the Core Program is an ongoing 6-month commitment to building and maintaining your financial health.
How do I get started?
Simply reach out by email to us at info@lovewealth.org, and we’ll get you scheduled with Jewell.