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CFP® Consultation

Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board’s rigorous requirements can call themselves a CFP® professional.

Your financial goals will evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family.

Financial planning is a dynamic process that starts with a conversation with a Certified Financial Planner™ Professional. 

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Know Your Risk!

Riskalyze’s is a powerful tool for analyzing investment risk and our team uses it to build, implement, and manage  investment portfolios.

Your Risk Number is an important part of the alignment process for our Certified Financial Planner™ Professionals to quantitatively measure your  risk tolerance, risk capacity, and portfolio risk on a scale from 1 to 99.

It only takes about 5 minutes to complete our RiskAlyze survey to determine your risk number. Why wait.

Its Fast, its Free, and its Fun!

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Smarter Investing Made Simple

3 Ways we help individual investors, families, and business owners manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose.

[icon_feature animation=”flip-y” icon=”hb-moon-stats-2″ title=”Strategic Design”]Smarter Investing starts with a custom Blueprint that includes a thorough Gap Analysis for your family and business. Our recommendations include the best strategies for income, gift, or estate tax savings and wealth building.[/icon_feature]
[icon_feature animation=”helix” icon=”icon-comments” title=”Advisor Coordination” animation_delay=”350″]Because there’s a big difference between a “good plan” and a well-coordinated plan, Smarter Investing Made Simple includes the coordination of your Financial Advisory team. We start with a fiduciary fee review which often creates sufficient savings to pay for the cost our investment and financial planning services.[/icon_feature]
[icon_feature animation=”flip-y” icon=”hb-moon-checkmark-3″ title=”Get Things Done” animation_delay=”700″]The primary reason to consider hiring Family Wealth Builder to manage your family’s wealth is our ability to Get Things Done. Its a simple promise and a promise that we take serious because our work is your legacy. Smarter Investing Made Simple is more than a motto. Experience it for yourself today with our Free Consultation.[/icon_feature]
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Smarter Investing Made Simple!
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[icon_feature icon_position=”left” border=”no” animation=”left-to-right” icon=”hb-moon-coin” title=”Total Wealth Management”]A Certified Financial Planner™ professional will develop a customized Blueprint to guide you through the wealth management process while coordinating with your Advisory team.[/icon_feature]
[icon_feature icon_position=”left” border=”no” animation=”top-to-bottom” icon=”hb-moon-user-7″ title=”Financial Life Planning”]The financial planning process begins by understanding your vision, values, and purpose. By clarifying what matters most in your life, our process connects your purpose with your money.[/icon_feature]
[icon_feature icon_position=”left” border=”no” animation=”right-to-left” icon=”hb-moon-stats-up” title=”Strategic Investment Management”]Guided by decades of investment experience, research, and analysis our strategies brings logic and simplicity to your life, so you can focus on What Matters Most.[/icon_feature]
[icon_feature icon_position=”left” border=”no” animation=”left-to-right” icon=”icon-briefcase” title=”Corporate Retirement Planning”]A well-designed 401k plan will help secure a comfortable financial future for you and your employees. Our mission is to help you and your employees manage the risk and reward of everyday life, recover from the unexpected, and realize your highest purpose.[/icon_feature]
[icon_feature icon_position=”left” border=”no” animation=”bottom-to-top” icon=”hb-moon-apple-fruit” title=”Retirement Income Checkup”]How much money do you need to save before you can retire? How much money can you live on in retirement? How do you design an investment portfolio to produce retirement income? These questions are answered in our free Retirement Income Checkup.[/icon_feature]
[icon_feature icon_position=”left” border=”no” animation=”right-to-left” icon=”icon-trophy” title=”Family Wealth Builder”]Our signature service is a financial goals-based investment program designed for individuals and families in the early stages of building wealth. Developed and overseen by an experienced Certified Financial Planner™, Family Wealth Builder creates a savings and investment strategy based on your goals, risk tolerance, and desire for building long-term wealth.[/icon_feature]
[title color=”#ffffff”]About Us [/title]
[title type=”h2″ animation=”fade-in” color=”#ffffff”]We love helping people see the big picture because when you understand how all the pieces fit together, you’ll gain more clarity, confidence, control, and contentment.

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[title type=”h2″ animation=”fade-in” color=”#ffffff”]Strategic design is a critical part of the financial planning process because the best and only way to insure that your family or business doesn’t have gaps in your plan is to start with a Blueprint.

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[title align=”center”]What Others are saying…[/title]
Kyra-Morris
“Jim is able to keep the financial details in mind while also blending the life forces that are at work with people and their finances. He balances the sources as he determines his advice and recommendations. He always puts his clients first & sometimes to his own detriment.”

KYRA MORRIS
Owner, Morris Financial Concepts, Inc

Lorraine-Decker
“I have known Jim since 2008 when he volunteered to be an instructor in the Game of Real Life — a TEA approved, comprehensive financial, career and college planning program for high school students. Jim was fantastic. I only wish he was available every year!”

LORRAINE DECKER
President, Financial Mentors of America

Pete-Patterson
“Jim maintains a deep love for people, a clear and growing competence along with a contagious passion for personal finances make him a great professional to work with on financial matters. I think you’ll find Jim to be a great advisor and friend.”

PETE PATTERSON
Director, Pool Administration at York Pooling

[title align=”center” color=”#ffffff”]Free Risk Review[/title]
[title align=”center”][/title][title type=”h1″ align=”center”]Our Recent Articles[/title]

Courage

Courage isn’t the absence of fear; it’s taking action in spite of our fear. Let’s face it—life is complex, and nothing is assured. There are no sure-fire investments, and no one can guarantee tomorrow for any of us. People who demand guarantees are often paralyzed because they are afraid to take any risks, but life is full of risks. We certainly don’t want to take foolish risks, but we need to embrace the adventure of life, and adventures necessarily involve some risks. … Continue reading

Hope

Genuine hope can be a slippery and elusive thing. Some people have been hurt or they’ve failed badly in the past, and they have given up all hope, but on the other end of the scale, some divorce hope from reality and believe that things will somehow magically work out without having to deal with the painful truth. True hope blends a rigorous grasp of reality with tenacious optimism. … Continue reading

Wise Man Clear Plan

The wisest man on earth had a lot to say about financial planning. Even a casual reading of the Proverbs shows us that Solomon understood the importance of having a clear, intentional plan for handling money. … Continue reading

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