Broker Check

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
Learn More

Wealth Management Site

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.

Learn about the Wealth Management Site

10 Tips to Master Personal Finance

Life is complicated enough without having to worry about personal finance. Luckily, we're here to help.
Learn More

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
Learn More

Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

Shalana Poole, CFP®

Financial Advisor

(512) 822-7524

10200 Hwy 290 W, Suite 203
Austin, TX 78736

Questions? Let's connect.

Thank you!