“Turn that frown upside down.”
One of Jason’s favorite quotes—and in a nutshell, his goal for each person, couple, and family he works with. Having a financial plan in place and a trusted financial planner who’s got your back will put a smile on your face!
Here are some resources to get you started…
In Values-based Financial Planning, Bill Bachrach introduces 5 proven steps to make the process simple, effective, and yes, even fun! Jason gives each of his clients a free copy of this book; and uses its wisdom and success to help them create their “happy ever after,” financially speaking that is.
Here are Your First Steps:
- Identify your values.
- Set your goals.
- Benchmark your current financial reality.
- Create a Financial Roadmap.
- Educate yourself or seek an advisor to guide you in creating and implementing a plan. (We know a guy…)