Jessica Estrada
I help individuals, families, and businesses find clarity, confidence, and peace of mind.
With a background in education, real estate, and customer service, I found my true calling in the financial services industry. I saw how many people were navigating major life and money decisions without real guidance — and I knew I wanted to change that.
That’s why I created Harmony Collective — a business built on education first. Through it, I combine personalized financial strategies with a passion for teaching to help people make informed decisions about their homes, businesses, and future.
My mission is simple: to close the gap in financial education, empower confident choices, and build lasting freedom.
757.472.1812
envisionwithjess@gmail.com
Book a call with me:
Initial Consultation
Please join via laptop in a stationary position for efficiency and viewing pleasure. I'm looking forward to discussing your financial goals with you, soon.
Personal Financial Review
Let's discuss your Financial Needs Analysis together. The length of the meeting will vary depending on your specific needs and any questions that you may have.
Interview
Think you would be a great fit for the team or want to learn more about business opportunities? Let's discuss.
Strategy Session
Need help with knowing what to do, additional product knowledge? Let's get you back on track!
Annual Review
Let's do a wealth check in a year and see if any changes or additions need to be made.
Strategy Session for Buyers
Let's discuss your home buying goals and strategize how to make them possible.
Strategy Session for Sellers
Let's discuss my marketing and pricing strategies in order to get your home sold for top dollar in a timely manner.
IUL Application Request
Let's get your application and qualification process started. Expect a phone call at the scheduled time.
Please have your personal identification information on hand:
- Valid I.D.
- SSN of policy owner (required for identity & eligibility verification)
- SSN of proposed insured (required for medical history check)
- SSN of desired beneficiary (required for identity verification & must be at least 18 years old)
- Desired bank account & routing numbers for future funding if approved and offer accepted (there will be no withdrawals until you sign a final offer agreement if approved)
Rest easy knowing that all information is recorded according to HIPAA Compliance Standards and Jesse Wood carries $3 Million Dollars in Errors & Omissions Insurance.
