About Jill2019-01-06T05:58:08+00:00
MEET JILL KISMET

Hey there! Thanks for stopping by…

First things first, I’m an outsider—I’ve never been part of the financial service industry, a.k.a. “Big Finance”. And yes, I do take a great deal of pride in that because it means my training was never influenced by selling. That’s almost entirely what people do in Big Finance—they sell you and me financial products like insurance and annuities.

I was influenced to create Plan for Joy simply by my keen curiosity to solve my own financial questions. I was astounded at just how difficult those questions were to answer; even with advanced degrees in medicine and science, I was humbled by money’s obscurity and how effective Big Finance was at keeping people like me on the sidelines. “Game on!”, I said and embarked on hundreds of hours of coursework and emerged on the other side as a professional in the field of financial planning.

My training includes a certificate in financial planning from Pepperdine University and I hold the designation of Chartered Retirement Planning Counselor®. I am also in pursuit of the Certified Financial Planner® designation.

Along the way, I was lucky to find the Garrett Planning Network. They are a very skilled group of fee-only financial planners, and they took me under their wing. A few passionate members have mentored and developed my skills beyond the classroom. We even meet once a year in Broomfield, Colorado, for a nerdy retreat about all things personal finance—I love it!

I also love the Arizona desert. I moved back in 2018 and live in the jaw-dropping beauty of the Catalina mountains. Having lived all over the country, I can’t be pried away from Arizona for a third time. I’m here to stay, so just let me know if you need any hiking suggestions or where to get some tasty Mexican fare (Tucson is the country’s first UNESCO City of Gastronomy—who knew?). Luckily, my husband, Kevin, and our two dogs, Jory and Jace, are pretty keen on Arizona too!

It’s important for me to tell you that I believe everyone deserves a financial plan, and a really great one at that. The impact I want to have with Plan for Joy is to align my clients’ money with their desire for security, contentment and joy in their lives. Because money is so essential to us living our best lives and seeing our dreams come true, I feel it is an honor for me to do this work. Please read my pledge to you.

VIEW MY PLEDGE

So, there you have it, that’s a little bit about me.

I look forward to getting to know you too!

Plan for Joy, LLC (“Plan for Joy”) is a registered investment adviser offering advisory services in the State of Arizona and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Plan for Joy in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Plan for Joy, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Copyright 2019 Plan for Joy | All Rights Reserved | Site Designed by Metta Digital Marketing
MEET JILL KISMET

Hey there! Thanks for stopping by…

First things first, I’m an outsider—I’ve never been part of the financial service industry, a.k.a. “Big Finance”. And yes, I do take a great deal of pride in that because it means my training was never influenced by selling. That’s almost entirely what people do in Big Finance—they sell you and me financial products like insurance and annuities.

I was influenced to create Plan for Joy simply by my keen curiosity to solve my own financial questions. I was astounded at just how difficult those questions were to answer; even with advanced degrees in medicine and science. I was humbled by money’s obscurity and how effective Big Finance was at keeping people like me on the sidelines. “Game on!”, I said and embarked on hundreds of hours of coursework and emerged on the other side as a professional in the field of financial planning.

My training includes a certificate in financial planning from Pepperdine University and I hold the designation of Chartered Retirement Planning Counselor®. I am also in pursuit of the Certified Financial Planner® designation.

VIEW MY PLEDGE

Along the way, I was lucky to find the Garrett Planning Network. They are a very skilled group of fee-only financial planners, and they took me under their wing. A few passionate members have mentored and developed my skills beyond the classroom. We even meet once a year in Broomfield, Colorado, for a nerdy retreat about all things personal finance—I love it!

I also love the Arizona desert. I moved back in 2018 and live in the jaw-dropping beauty of the Catalina mountains. Having lived all over the country, I can’t be pried away from Arizona for a third time. I’m here to stay, so just let me know if you need any hiking suggestions or where to get some tasty Mexican fare (Tucson is the country’s first UNESCO City of Gastronomy—who knew?). Luckily, my husband, Kevin, and our two dogs, Jory and Jace, are pretty keen on Arizona too!

It’s important for me to tell you that I believe everyone deserves a financial plan, and a really great one at that. The impact I want to have with Plan for Joy is to align my clients’ money with their desire for security, contentment and joy in their lives. Because money is so essential to us living our best lives and seeing our dreams come true, I feel it is an honor for me to do this work. Please read my pledge to you.

So, there you have it, that’s a little bit about me. I look forward to getting to know you too!

Plan for Joy, LLC (“Plan for Joy”) is a registered investment adviser offering advisory services in the State of Arizona and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Plan for Joy in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Plan for Joy, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Copyright 2019 Plan for Joy | All Rights Reserved | Site Designed by Metta Digital Marketing