Personal CFO

Our clients are busy attending to their careers and pursuing their interests and passions. As a JLFranklin Wealth Planning client, we are your personal CFO—providing expertise and services that will enable you to fulfill your goals and take good care of your family.

Through ongoing personal contact—via email, phone, or in-person meetings—our clients receive professional, personal financial planning guidance and advice. All clients receive annual financial planning at no additional charge. As your situation changes, or if you want to consider new possibilities for the future, we can quickly incorporate those changes into your plan. Strategizing around your unique circumstances is the best way to achieve and enjoy financial freedom.

Our clients gladly delegate the implementation and monitoring of their investment portfolios to us. In return, they save time and receive rational, disciplined guidance to make smart financial decisions.

 

Preserving the Wealth of Successful High-Tech Community Members
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Preserving the Wealth of Successful High-Tech Community Members
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The BE WISE Planning Strategy
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The BE WISE Planning Strategy
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