Freya Financial Services

About Linda C. Nelson, CFP, RLP

Linda C. Nelson, founder and principal planner at Freya Financial Services, has dedicated over 30 years to empowering individuals to achieve financial clarity and pursue their dreams. Her holistic approach to wealth management emphasizes collaboration, planning, and a deep understanding of each client's unique goals and values.

Philosophy & Approach

Freya Financial Services operates on the core philosophy that financial planning is about more than just investments. It's about aligning financial goals with personal aspirations, addressing the emotional and practical aspects of wealth. By considering your aspirations, risk tolerance, and current situation, we work together to create a personalized plan that integrates all aspects of your financial life.

1. Investment Management

• Custom portfolio construction based on your individual goals and risk tolerance
• Regular portfolio review and rebalancing
• Market analysis and guidance
• Utilization of evidence-based investing strategies

2. Financial Life Planning

• Comprehensive assessment of your financial situation
• Development of a customized plan covering:
• Cash flow management
• Net worth analysis
• Retirement planning
• Insurance analysis and planning
• Estate planning considerations
• Spending and budgeting strategies

3. Planning for Life Events

• Specific guidance on major life events such as:
• Buying a home
• Sending children to college
• Planning for retirement
• Managing inheritance

4. Comprehensive Financial Guidance

• Personalized financial education and empowerments
• Regular review and adjustment of your plan over time
• Access to a secure online portal for convenient document management and tracking your financial progress

Our Commitment

Freya Financial Services is a fee-only advisory firm, meaning we are committed to transparency and accountability. We prioritize open communication and work in partnership with you to achieve your financial goals.