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: