I chose a career that allows me to help clients understand the financial side of life so they can make informed decisions with their money. We work together to create a financial path using tangible goals to achieve what is most important to them. It involves open conversations, a trusting relationship, and collaboration.
Some of my own life's lessons have influenced my work, while creating a passion in me to help others achieve their financial goals. As a young adult, I found myself in an unenviable position – deep under water with debt – from which it took me several challenging years to surface. Years later while working in finance at a car dealership, I realized how many people, like me, were uninformed about money and found financial topics stressful and confusing. I felt compelled to help people become better educated and relieve that stress.
Today in my practice, I get to know every client personally, listen carefully to understand what they value and ask questions to ensure I’m informed on their full financial picture. I use the information not only for planning but to empower them by providing the level of financial education they need in order to be in control of their money and their future. Together, we build financial strategies with specific steps to get them where they want to go. We work in partnership to reach the milestones, whether it's buying their first house, putting their kids through college or retiring to a lifestyle they envision and as we reach each goal, we celebrate together.
My clients embody the personality of this community that I so enjoy – friendly and easy going. They are willing and active participants in our partnership, open to advice, set goals and follow through on the strategy we create in order to reach them. They feel confident that I will be available when they call and the same respect is returned in kind.
Outside work, my fiancé and I gravitate toward outdoor activities, from golfing to snowboarding to beach outings.
Phone NumberJesse E Johnson at (250) 490-3390
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