Why Hire Jan

Choosing a CERTIFIED FINANCIAL PLANNER™: A Key Decision in Your Financial Journey

Selecting a financial advisor is a pivotal step in your retirement planning process. It's essential to find someone who can play an integral role in helping you achieve your life goals and financial wellness. One crucial factor in distinguishing dedicated and ethical advisors is the CFP® or CERTIFIED FINANCIAL PLANNER™ certification. This esteemed designation is awarded to financial planners who have rigorously met comprehensive standards in Education, Experience, Ethics, and Examination. A CFP® professional offers a holistic approach to managing your finances, ensuring every aspect of your financial life is considered.

Before choosing a planner, consider asking:

  • What is your professional experience?
  • Can you detail your qualifications?
  • What range of services do you provide?
  • How do you approach financial planning?
  • Will you personally handle my financial planning?
  • How are your services billed?
  • Can you provide an estimate of your typical charges?
  • Have you faced any public disciplinary actions?
  • What motivates you in this profession?
  • Can I receive a written agreement of your services?

With Jan Johnson, you receive a personal commitment; when you choose her, you get her undivided attention, not a delegate. She tailors each plan to the individual client, offering personalized insights across all financial areas. Jan constructs each plan herself, ensuring a bespoke strategy aligned with your unique needs. As an independent advisor, Jan's loyalty is to you, not to any corporate entity. This independence allows her to offer a diverse array of solutions, free from conflicts of interest, ensuring your best interests are always at the forefront of every decision.