Your Investment2019-01-06T06:13:56+00:00
YOUR INVESTMENT

This is where it all starts—with YOU. You’re special, with a unique story to tell, and I want to understand how your past relates to your current financial health. What does money really mean to you? Of course, I also want you to get a sense of how my world-view of money jibes with your personal needs and goals. Please come armed with lots of questions while we have a beverage or two (don’t worry, I’ll be drinking iced tea). We can do this as a video conference—no problem, but I would love to meet you in person for an hour, if you can make the trip to Tucson’s Culinary Dropout (complimentary beverage is happily included!) This mid-town meeting place has discreet meeting tables and a fun vibe, perfect for getting acquainted. Check it out here.

After About You, this is where we go next. If you believe I can make money less intimidating, drab and complicated, and instead can work with you toward a money plan that will leave you feeling happy, in control, motivated and excited about your future—then let’s move forward! This is a three-part process all done via video-conferencing and one-on-one collaboration.

In the end, you’re left with an individualized, specific and actionable document you can commit to that will bring your personal security + contentment + joy of money to life. Your Financial Plan also includes two additional 20-minute monthly calls from me to see how you’re progressing with your plan’s action items!

AREAS THAT WE CAN TACKLE TOGETHER:
IF YOU’RE LESS THAN 10 YEARS AWAY FROM RETIREMENT, THIS OPTION IS REQUIRED.

For those less than 10 years away from retirement, this requires us to look at Social Security strategies, consider insurance needs such as long-term care, examine spend-down strategies of your retirement accounts, tax implications and whether added estate plan needs are necessary (not a comprehensive list).

MONEY DATE IS AVAILABLE AFTER THE COMPLETION OF YOUR FINANCIAL PLAN.

Each month, uuhhh… we have a date; YES, we do! And we’re going to talk about how you’re progressing with your Financial Plan. Our monthly dates start after the two calls bundled into your Financial Plan. With Money Date, you’ll continue to have access to the software reminder system of your personal money goals and we’ll continue to discuss the joy and adventure of completing them. But Money Date is just an option—there’s absolutely no obligation to continue working with me. I just want you to know that I’m available to help during the “good, bad and ugly” of wrestling your financial goals across the finish line.

Eventually, you’ll complete all your plan goals and WOW, WOW, WOW! (as Oprah says) You’ll make my day, my year, my millennium… then we can move on to other questions that inevitably will come up as you live your one fabulous life: “Hey Jill, I really want a matte black Tesla Model 3, what do I have to do to get there?”, “Hey Jill, my Granny needs me to cover her prescription drug costs, how can I budget for this and get a tax deduction?”, or “Hey Jill, my son wants to move back home, but he eats like an NFL linebacker—is it OK to charge him rent?”

Honestly, you would be surprised what we can cover in a 20-minute call, especially now that you’re empowered and joyfully money-wise.

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
YOUR INVESTMENT

This is where it all starts—with YOU. You’re special, with a unique story to tell, and I want to understand how your past relates to your current financial health. What does money really mean to you? Of course, I also want you to get a sense of how my world-view of money jibes with your personal needs and goals. Please come armed with lots of questions while we have a beverage or two (don’t worry, I’ll be drinking iced tea). We can do this as a video conference—no problem, but I would love to meet you in person for an hour, if you can make the trip to Tucson’s Culinary Dropout (complimentary beverage is happily included!) This mid-town meeting place has discreet meeting tables and a fun vibe, perfect for getting acquainted. Check it out here.

After About You, this is where we go next. If you believe I can make money less intimidating, drab and complicated, and instead can work with you toward a money plan that will leave you feeling happy, in control, motivated and excited about your future—then let’s move forward! This is a three-part process all done via video-conferencing and one-on-one collaboration. In the end, you’re left with an individualized, specific and actionable document you can commit to that will bring your personal security + contentment + joy of money to life. Your Financial Plan also includes two additional 20-minute monthly calls from me to see how you’re progressing with your plan’s action items!

AREAS THAT WE CAN TACKLE TOGETHER:
IF YOU’RE LESS THAN 10 YEARS AWAY FROM RETIREMENT, THIS OPTION IS REQUIRED.

For those less than 10 years away from retirement, this requires us to look at Social Security strategies, consider insurance needs such as long-term care, examine spend-down strategies of your retirement accounts, tax implications and whether added estate plan needs are necessary (not a comprehensive list).

MONEY DATE IS AVAILABLE AFTER THE COMPLETION OF YOUR FINANCIAL PLAN.

Each month, uuhhh… we have a date; YES, we do! And we’re going to talk about how you’re progressing with your Financial Plan. Our monthly dates start after the two calls bundled into your Financial Plan. With Money Date, you’ll continue to have access to the software reminder system of your personal money goals and we’ll continue to discuss the joy and adventure of completing them. But Money Date is just an option—there’s absolutely no obligation to continue working with me. I just want you to know that I’m available to help during the “good, bad and ugly” of wrestling your financial goals across the finish line. Eventually, you’ll complete all your plan goals and WOW, WOW, WOW! (as Oprah says) You’ll make my day, my year, my millennium… then we can move on to other questions that inevitably will come up as you live your one fabulous life: “Hey Jill, I really want a matte black Tesla Model 3, what do I have to do to get there?”, “Hey Jill, my Granny needs me to cover her prescription drug costs, how can I budget for this and get a tax deduction?”, or “Hey Jill, my son wants to move back home, but he eats like an NFL linebacker—is it OK to charge him rent?” Honestly, you would be surprised what we can cover in a 20-minute call, especially now that you’re empowered and joyfully money-wise.

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