A complete list of active advisors currently associated with JK Financial Planning, Inc.

Warmer can help you find a great advisor at JK Financial Planning, Inc. or one who fits your needs even better.

JK Financial Planning, Inc. provides fee-only financial planning and investment consultation to individuals, their trusts or estates, and small businesses, with a focus on major life transitions such as marriage, divorce, career changes, college funding and retirement. Offerings range from comprehensive and modular plans to retirement projections, portfolio reviews, ongoing asset-management relationships and educational workshops. The firm follows a fundamental, long-term planning approach that emphasizes asset-allocation, passive/index-based strategies, written investment policy statements and periodic rebalancing, and it uses scenario analysis in retirement and settlement planning. Clients who engage the firm for asset management typically retain trading authority: the firm reports that its managed assets are handled under primarily non-discretionary agreements, so clients approve transactions rather than delegating full discretion. JK Financial Planning is distinguished by its explicit divorce-financial-planning services—including tracing marital assets, settlement modeling and the ability to provide expert testimony—and by a structured “Retirement Roadmap” process for clients planning retirement within 5–15 years. The firm operates as a solo, fee-only adviser that does not accept commissions, does not participate in wrap programs or vote client proxies, and reports roughly $5.2 million in client assets managed under non-discretionary agreements across its client base.

To learn more about the advisors currently working at JK Financial Planning, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.