Structure for growing wealth.
Our 12-month financial coaching program helps you simplify money, eliminate stress, and build a confident path toward financial freedom — with guidance every step of the way.
Book a call with Jim
Client Reviewed & Trusted
How It Works
01
Organize & Secure
Set up vaults, passwords, and baselines.
02
Optimize Cash Flow
Budget, debt, credit, and benefits planning.
03
Build Wealth & Plan Ahead
Create your investment and retirement plan.
04
Stay Accountable
Ongoing reviews to maintain progress.
What's Included
12-month structured roadmap covering budgeting, debt, credit, risk, benefits, taxes, and retirement.
Personalized action steps and progress tracking.
Monthly or quarterly review calls for guidance and accountability.
A complete financial plan and retirement model by year’s end (a $3K value included).
Financial coaching
$500/mo
Starting at
Optional: Investment Management at 1% AUM
Add-on: Tax Planning & Preparation
Book a call with Jim
What You’ll Gain
Clarity: Know exactly where you stand financially.
Confidence: Feel secure about your path forward.
Accountability: Stay on track with regular reviews.
Peace of Mind: No more financial chaos — everything connected and working together.
Freedom: More time, less stress, better decisions.
Past performance does not guarantee future results. All investing involves risk, including the potential loss of principal.
Simplify your finances. Amplify your freedom.
JCJ Wealth & Tax Advisory delivers integrated planning that connects your taxes, investments, and life strategy—so you can move forward with clarity and confidence.
Book a call with Jim