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, ...
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1 hour
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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 ...
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1 hour, 30 minutes
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Interview
Think you would be a great fit for the team or want to learn more about business opportunities? Let's discuss.
1 hour, 30 minutes
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Strategy Session
Need help with knowing what to do, additional product knowledge? Let's get you back on track!
30 minutes
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Annual Review
Let's do a wealth check in a year and see if any changes or additions need to be made.
1 hour
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Strategy Session for Buyers
Let's discuss your home buying goals and strategize how to make them possible.
1 hour
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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.
1 hour
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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 infor...
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15 minutes
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