Client Statements

What We Do

The JFA CFP® experience includes a series of steps that bring a process to an often overlooked aspect of the financial world — personal financial planning. Many people do not have the time to set all their personal ducks in a row, let alone to feel good about their finances. Often there is a family politic (two spouses do not think the same way about money), so in order to avoid conflict many issues are not dealt with properly. John uses his 20 years experience to help people work through the issues that arise during the financial planning process.