Enjoy life. Plan wisely.®
As independent, fee-only financial planners, we help clients at all career stages preserve and protect wealth, mitigate taxes, care for their families, and pursue their dreams.
Think of Us as Your Personal CFO
What Sets Us Apart?
We’ve been serving clients with integrity, clarity, and empathy for over two decades, and our dual expertise in tax matters and financial planning means we take a holistic view to develop customized client solutions.
The Startup Wealth Podcast
The Startup Wealth Podcast is for people who work in startups or in companies with a startup attitude.
Your Money AND Your Life
Staying on top of your wealth management goals is important. But it can take up a lot of your time, time you’d rather spend doing what you love. We provide personalized guidance, planning, and detailed oversight that frees you to live your life.
In the Media
JLFranklin Wealth Planning founder, Joyce Franklin, is a sought-after author and resource for those looking for a voice of reason amidst the economic hype.
Our Latest Post
Save Taxes, Hold a Mortgage
As a financial planner, clients often ask me, “Should I pay down my mortgage?” and “Should I pay cash to buy a home?” If you’re in your peak earning years, holding a mortgage offers at least four benefits.
The Startup Wealth Podcast
In interviews with entrepreneurs, tech executives, and advisors, you’ll hear fascinating stories and actionable advice about how best to protect and grow your assets.
Let’s Make It Happen
If you’re looking to outsource the details of your financial life to competent, caring professionals, we may be a good fit.