Why Use This Tool?

I am a committed CERTIFIED FINANCIAL PLANNER ™ who take a whole-life approach to mapping out your financial goals. Because we are fee-only, our only job is to make sure our clients are making the best choices for their futures. We don’t sell any products and do not receive any type of commission for our investment advice or financial recommendations therefore minimizing conflicts of interest in financial planning. Why go with us? Our attention to detail and development of relationships with our clients is unparalleled. We’d love to have you join us…

We believe true wealth management is more than proper management of your financial resources. It requires a big picture look starting with a clear understanding of your values and goals, and then aligning your financial resources to support your goals.

Through our planning process, we can help you discover ways to turn financial dreams into goals and then define a path to achieve those goals. Our discoveries may surprise you. We might find you are well on your way to financial security and simply need to keep up the good work. Or, we may discover ways to really change your life…perhaps you can really retire early if you begin with “X” amount of dollars. Some clients have had their lives changed dramatically for the better as a result of our work together. Others have continued on as usual with more purpose, clarity, and confidence in knowing they are on the path to achieving their financial dream. We want you to have a clear sense of purpose and satisfaction knowing that you have taken a step in the right direction for your financial success.

Let us know how we can help you with your financial goals.

Jim's approach is to know his client's goals, concerns, and experiences well enough to give them the advice they would give themselves if they had his depth of background, education and experience. His clients describe him as caring, open, and straightforward, as well as providing financial strategies that perform well. In financial planning since 1981, Jim chose to become a "Fee-Only," NAPFA-Registered Financial Advisor in 2000. He is also a popular and entertaining speaker on a variety of financial topics.

He was awarded the 2000 Financial Planning Association Northern California Chapter “Outstanding Service Award for Advancing the Vision of the FPA,” and was named "CERTIFIED FINANICAL PLANNER™ of the year in 1997" by the Sacramento Society of the Institute of Certified Financial Planners.  Jim is active in the Financial Planning Association (FPA).  He is the President Elect of the FPA of California Council and is the Lead Volunteer for the FPA's national Community Committee as well serving as the local FPA chapter by filling the Government Relations Board of Director position.

In addition to holding the CFP® certification, Jim holds a BA in Accounting from California State University at Sacramento. Jim has been an instructor in UC Davis Extension's Personal Financial Planning Certificate Program and also retired Adjunct Faculty at the College of Financial Planning in Denver, Colorado. Jim is the only Past President of both the Sacramento Society of the Institute of Certified Financial Planners and the Sacramento Chapter of the International Association for Financial Planning. Jim currently serves as a mentor for the Financial Planning Association’s Residency Program and served many years on the Career Development Committee. He has been called by his peers, a "Career Development Champion."

Jim is active in Kiwanis, and is past Lt. Governor of Division 44 and past President of the Sacramento Suburban Kiwanis Club