Personalized Planning Process

T Jay and Stephanie provide customized personal financial planning, risk management and investment management services to individuals, families, and business owners, through their affiliation with United Planners.

T Jay and Stephanie begin with an initial free consultation to learn about you and your situation. This meeting gives you an opportunity to get to know them and determine if they might be a good fit to serve you. While the initial meeting is normally a face-to-face conversation in their office, video conference also works well. After a thorough review of your situation, values and priorities they begin the planning process. The initial consultation is followed by a course of action they define together that is comfortable for you and meets your needs.

T Jay and Stephanie take pride in being independent. They believe in the strength of client relationships and the core values embodied in The 4 Way Test. We are here to help you plan life the way you want to live it.