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Tracey Joss, financial wellness strategist at Dream Tracer, sitting on a modern chair, wearing a red blouse and black trousers. Expert in financial planning and management.

EMPOWERING YOUR FINANCIAL WELLNESS

Tailored Strategies for a Secure Future

Expert guidance to help you take control of your finances, build lasting security, and achieve your goals with confidence.

What I Do
 FINANCIAL PLANNING 

Strategic plans to meet short- and long-term goals.

 WEALTH MANAGEMENT 

Techniques for growing and preserving your wealth.

 INVESTMENT STRATEGIES 

Building and managing your portfolio for growth and security.

 DEBT MANAGEMENT 

Tailored strategies for paying off debt efficiently.

 RETIREMENT PLANNING 

Ensuring your future is financially secure.

My Philosophy

At Dream Tracer, I don’t believe in one-size-fits-all solutions. I take the time to understand your unique financial situation, goals, and dreams. From there, I create tailored strategies that align with your vision for the future. Whether it's building wealth, planning for retirement, or overcoming debt, I’m here to provide guidance every step of the way and I will always have your very best interest at heart!

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I’m not just focused on numbers—I’m focused on you. Your dreams, your goals, and your financial well-being are my priority. 

Tracey Joss, financial wellness strategist at Dream Tracer, sitting on a modern chair, wearing a beige turtleneck and black trousers, offering services in financial planning and management.
Why Choose Me
 EXPERTISE & EXPERIENCE 

With years of experience and a commitment to continuous learning, I bring a wealth of knowledge to every client relationship.

 PERSONALIZED APPROACH 

Your financial strategy should reflect your values and aspirations. I make it personal.

 TRANSPARENT & TRUSTWORTHY 

I believe in clear, open communication and building trust from day one.

 CLIENT-CENTERED PHIOLOSOPHY 

My mission is to make sure you feel confident and empowered in every financial decision you make.

Let's Work Together

Whether you’re ready to take control of your financial future or just want to explore your options, I’m here to help. Let’s turn your dreams into a reality—one smart financial decision at a time.

 

Feel free to contact me to schedule a one on one complimentary consultation, or explore my resources to get started.

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