Personalized Planning Process

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

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

T Jay takes pride in being independent. He believes 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.