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FINANCIAL WELLNESS STRATEGIST

Helping You Take Control of Your Finances and Achieve Your Dream Life with Confidence and Clarity.

Tracey Joss, financial wellness strategist at Dream Tracer, seated in a modern setting wearing a beige turtleneck. Expert in financial planning and management.

Hi, I’m Tracey Joss!

I specialize in empowering individuals to achieve financial wellness through personalized, complementary strategies. By understanding your unique financial situation, I create customized plans that help you overcome challenges, build confidence, and move toward the life you’ve always dreamed of. My mission is to guide you toward lasting financial security, all without the pressure of fees or obligations. Learn more about my approach and how we can work together to turn your financial dreams into reality.

Tracey Joss, financial wellness strategist at Dream Tracer, seated in a modern chair wearing a red blouse and black trousers. Expert in financial planning and management.
Modern office corporate building

Services

  • 401K, IRA and Retirement Account Rollovers

  • Trusts, Wills & Legacy Planning

  • Budgeting or Managing Expenses

  • Life Insurance, Living Benefits & Final Expense

  • Asset Protection

  • Business Owner Plans

  • Mortgage Protection

  • Infinite Banking

  • College Education Funds

  • Critical, Chronic & Terminal Illness Support

"As a recent client of yours, I can say how easy it was to schedule and work with Trace. I’ve been in the hunt for a living will/estate planning and wanted a little guidance without needing to have lawyers involved. Thank you, Trace!!! I know you will do amazing things and you’re set up for success! Kick ass, Queen!"

- Lacey T.

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