Home | Jones Financial Partners

We work with people who prioritize good saving habits, practice good stewardship financially, and aspire to a work-optional lifestyle.

Our Financial Planning Process

1 Engage

The purpose of establishing the goal or relationship is to form the foundation or purpose of planning itself--to begin the financial journey with the clarification of a financial destination.

2 Gather

We gather your most important financial information for analysis. This information includes your current investment accounts, employer plans, life insurance policies, and net worth statement.

3 Analyze

We've gathered the relevant data, now we analyze it.

4 Create

Financial planning requires devising alternative solutions that are achievable for each individual. With so many different variables to consider, your plan needs to develop, to evolve with your needs but remain within your capabilities and risk tolerance.

5 Implement

Now you simply put your plan to work! But as simple as this sounds, many people find that implementation is the most difficult step in financial planning. Although you have the plan developed, it takes discipline and desire to put it into action.

6 Monitor

Plans evolve and change just like life. Once the plan is created, it's essentially a piece of history. This is why the plan needs to be monitored and tweaked from time to time.

What you can expect

1 Initial Meeting

To start, we will have a discovery meeting - either in person, on the phone, or over Zoom - to help us analyze your current financial situation.

2 Meet Your Team

Second, you will meet your new team and their role in developing your financial plan.

3 Develop a plan

From here, we'll present our recommendations and implement our services.

4 Monitor & Adjust

Next, we will monitor your plan on an on-going basis, and make adjustments when needed.

Our Services

Prestige Wealth Management

Comprehensive Financial Planning
- Planning for retirement
- Retirement Income Planning
- Social Security timing
- Insurance Review
- Estate Planning
Multiple Performance Reviews per year
Periodic Beneficiary Review
Retirement Plan Updates
Protect against excessive withdrawals
Annual Tax Review. Discuss w/CPA
Education Funding Strategies
Participate in CPA/Attorney Meetings
Social Security Enrollment
Medicare/Supplement Enrollment
RMD Analysis
Monthly Market Updates
On-going review of your Financial Plan
Review Tax Return for possible savings
Monthly Money Tips - Podcast
Notary & Medallion Signature Guarantee

Premium Plus Wealth Management

Comprehensive Financial Planning
- Planning for retirement
- Retirement Income Planning
- Social Security timing
- Insurance Review
- Estate Planning
Periodic Performance Review
Periodic Beneficiary Review
Adviceworks Client Portal Training
RMD Analysis
Social Security Enrollment
Medicare/Supplement Enrollment
Monthly Market Updates
Periodic review of your Financial Plan
Review Tax Return for possible savings
Monthly Money Tips - Podcast
Notary & Medallion Signature Guarantee

Premium Wealth Management

Modular Financial Planning
- Budget Review
- Savings Plan Development
- Insurance Review
Year-end Contribution reminders
Risk Assessment
Financial Coaching Services
Monthly Market Updates
Monthly Money Tips - Podcast