Financial Planning

Purposeful Planning from Your Own Personal CFO

At JSA, we understand that no two clients are the same. That’s why we work closely with you to create a customized financial plan that fits your unique circumstances. What’s more, you can take comfort in knowing that all our financial planning services are exclusively designed to help you achieve your financial goals, not sell you extra products.

In this relationship, we act as your personal CFO, helping coordinate your finances with your accountant and estate attorney, as well as guide you through the many steps of smart investing, such as financial planning preparation, portfolio management and analysis, saving for major life events, and retirement spending.

To better understand your goals and objectives, we will conduct a full financial planning session with you, which will include these steps:

Our Process

We bring a missionbased approach that personalizes the experience for each client, keeping them fully engaged, handson, and empowered each step of the way. Our top priority is to help clients create a Money Mission Plan™that creates the highest level of value in all aspects of their lives and nurtures what they truly care about.

Find your money mission

The beginning of our process focuses on helping you define a purpose for your money that supports the life you want, aligns with your values, and fosters positive outcomes in every aspect of your life. This includes an evaluation of your financial and personal assets and a deep dive into topics such as your lifestyle, event milestones, and aspirations.

Launch your money mission Plan

Our advisors will work with you to create and implement a Money Mission Plan™ that defines your goals, sets expectations for what is achievable, and brings additional options to your attention. Your plan will include a strategy that matches your goals, assets, tax situation, tradeoffs, and personality.

Keep Your Money Mission on Track

Our work doesn’t stop once a plan is in motion. We continuously monitor your portfolio and engage with you to ensure your plan is on track towards achieving your Money Mission. We are your trusted partner through your financial journey and will always remain available to you when you need to make changes, ask questions, or discuss any part of your plan.

Featured Case Studies

Joe & Suzanne

Becoming Retirement Ready

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Frank & June

Achieving multi-generational goals

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Small businesses for retirement

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