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 904-923-PLAN (7526)

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Plan

The Jacksonville Wealth Management experience begins with a comprehensive financial plan.  First Meeting Checklist

Through the financial planning process we identify your goals and objectives, as well as your challenges and obstacles.

At Jax Wealth, we liken the personal financial planning process to the examination of a small business because both share two critical components:

Income Statement: Creating your income statement allows us to understand all the monies you have coming in and going out.

Balance Sheet: Creating your balance sheet allows us to understand everything that you own and everything that you owe.

These two statements pave the way for us to work with you to build the rest of your plan and crystallize your personal plan priorities, such as:

  • Investment strategy and  portfolio management
  • Retirement planning
  • College savings for children and grandchildren
  • Potential tax savings
  • Survivorship plans
  • Long term care plans
  • Legacy plans.

At Jax Wealth, we feel financial planning is exciting and will strive to make this an enjoyable process for you too!

Thank you for giving Jax Wealth the opportunity to help you plan today and enjoy tomorrow.

Next: Invest