top of page

Uncover Your Unique Recipe for Financial Success

Intro screen sho_left sidet.jpg
unnamed (6).jpg

Want to learn more about Shelley's financial planning business, click here to visit her team's business website.

Trust Your Gut - Both in the Kitchen & With Your Financial Advisor

As a CERTIFIED FINANCIAL PLANNER     professional and business owner, Shelley prioritizes holistic, comprehensive financial planning rather than the mostly outdated trading model. Just as a successful meal requires knowing what you want to cook and the ingredients you will need, financial success relies on understanding all your assets and how they function in tandem.  People have distinctive flavor palettes – for example, some of us dislike spicy food – and likewise, all of us define and tolerate risk at different levels. Shelley and her team lead with the fiduciary service model, meaning the client’s best interests always come first.  Only after a deep dive into each client’s specific financial goals and concerns will we recommend strategies that leverage different “ingredients” to create a plan that thrives no matter what gets in the way. 

​

Food and Finance with Shelley      stresses the importance of staying flexible and seeking expert help. Whether you prefer meat over vegetarian dishes, aggressive investing over having safeguards, you are much more likely to succeed if you have a plan in place and the expert advice to make it happen.

​​

So, come whet your appetite with Shelley's fun cooking sessions peppered with financial insights.  Click here to view her latest videos - or contact Shelley, and she can do a customized cooking demonstration laced with financial info for your organization.

​

TM

TM

Intro screen shot_right side.jpg

To schedule an individual planning appointment with Shelley, please contact Director of Operations Sonia Lance.  Alternatively, you can compete the form on the Contact page, and someone from our team will reach out to you.

TM

Main Number
512-662-6262

​

Email

shelley.nadel@radianpartners.net (for programming)

sonia.lance@radianpartners.net (for planning consultation)

​

Complete Contact Form

​

Houston Office                                 

2636 South Loop West, Ste. 302
Houston, TX 77054


                         

  • White LinkedIn Icon
  • White Facebook Icon

Investing involves risk and possible loss. Securities offered through Lion Street Financial, LLC (LSF), member FINRA/SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA), and Csenge Advisory Group, registered investment advisors. Insurance offered through Financial Success Strategies, LLC, not affiliated with LSF or LSA. Financial Success Strategies, LSF, and LSA do not offer tax advice. For complete details, please see your tax advisor.

 

Securities offered through Lion Street Financial, LLC (LSF), member FINRA/SIPC.  Investment Advisory Services offered through Lion Street Advisors, LLC (LSA), registered investment advisors.  Insurance offered through Financial Success Strategies, LLC, not affiliated with LSF or LSA.  Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.

​

Investor Disclosures:

​

Lion Street Financial
Lion Street Advisors
Csenge Advisory Group

FINRA BrokerCheck

​

© 2023 by Sergesketter & Associates Inc.  

bottom of page