JBL Wealth Strategies uses a structured process when creating a financial plan for a client. This process allows us to develop a vision to help the client reach financial success. We adhere to the six step process for financial planning as described by the Certified Financial Planner Board of Standards, Inc:
2) Gather client data
3) Analyze and evaluate the client’s financial status
4) Develop and present the financial planning recommendations
5) Implement the financial planning recommendations
6) Continuously monitor the client’s financial plan.
We offer comprehensive financial planning services on a fixed or hourly fee basis. For clients who do not need a written financial plan, we offer consultations for planning or investment issues on an hourly basis or retainer agreement.
JBL Wealth Strategies personalizes investment management services for each client because we recognize a unique approach is required for each client. After gathering client data, we analyze the client’s risk tolerance and time horizon to create a portfolio strategy tailored towards goal achievement. We use exchange-traded funds (ETFs) and mutual funds to create a low-cost and diversified portfolio to help minimize risk while maintaining a disciplined approach to long-term investing. JBL Wealth Strategies looks for growth opportunities on a global scale to match the client’s investment needs. We offer investment management services on a discretionary basis or by retainer agreement for client’s who want to maintain their decision-making independence.
JBL Wealth Strategies takes their duties to the client very seriously. We hold ourselves to a professional conduct providing high ethical and responsible services to the client. When working with a client on a financial planning and/or investment management level, we strive to keep to the seven principles of the Code of Ethics provided by the Certified Financial Planner Board of Standards, Inc: integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.