My Pledge2019-01-11T17:01:23+00:00

My Pledge…

I promise that by engaging in your financial plan, I will transform your relationship with money into one that is joyful, hopeful and founded on your ideal life.

I will act as a fiduciary at all times, which means I always put your best interests first.

I will be thorough in my analysis of the financial data you provide by using financial planning best practices, diligence and the prudent judgement of a professional.

I sincerely believe that my fierce independence from Big Finance will ensure you receive financial planning advice that is as free from conflicts of interest as humanly possible.

Jill Kismet, CRPC®, PhD, LAc

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

My Pledge…

I promise that by engaging in your financial plan, I will transform your relationship with money into one that is joyful, hopeful and founded on your ideal life.

I will act as a fiduciary at all times, which means I always put your best interests first.

I will be thorough in my analysis of the financial data you provide by using financial planning best practices, diligence and the prudent judgement of a professional.

I sincerely believe that my fierce independence from Big Finance will ensure you receive financial planning advice that is as free from conflicts of interest as humanly possible.

Jill Kismet, CRPC®, PhD, LAc

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