Financial
Planning
We think there is a lot more going on in our client’s head and heart than their pocketbook, and that’s why we place primary importance on understanding our clients first.
Together, we create an adaptable financial blueprint based on qualitative information, such as goals, objectives, motivations and passions, and quantitative information, such as income, expenses, taxes, assets and liabilities.
Our planning goes well beyond data input. We stress test a financial plan by building in customized “scenarios” (potential events within your control) and “what if’s” (potential events beyond your control) into each client’s financial planning projections. Our work continues through an ongoing monitoring process to maintain alignment with each financial plan.
Is your Financial House in order?
Our Fiduciary Obligation
As a fiduciary advisory firm, JLW Financial & Insurance Services has a legal duty, within all areas of planning, to place the interest of its clients first at all times.
