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.
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.
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.
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.
What Others are saying…
“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.”
Owner, Morris Financial Concepts, Inc
“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!”
President, Financial Mentors of America
“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.”
Director, Pool Administration at York Pooling