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What would your life be like if you had a Personal CFO?

Follow your dreams. We’ll handle the rest.

Personal CFO Services

We provide comprehensive, individualized tax and financial planning advice and guidance. Our specialties include planning for stock options, restricted stock, and other equity awards, and mitigating the tax consequences of these benefits and other income.

Working with us is a supportive and painless process, thanks to our adoption of DocuSign, virtual meeting technology, secure file sharing portals, and other digital tools.

We handle the details, so you can focus on the rest of your life.

Top 5 Reasons to
Work with JLFranklin Wealth Planning

  1. Our dual expertise in tax matters and financial planning means we can assess and address your situation from all angles.
  2. The boutique nature of our firm allows us to provide personalized service, as your trusted resource for ideas, information, and questions.
  3. We provide the discipline to maintain your investment strategy no matter the market, as well as ongoing investment education in meetings and through our original, content-filled quarterly newsletter.
  4. Our expertise helps us to monitor your RSU and stock option vesting and expiration dates to maximize your total net worth.
  5. Delegating management of your investments to a professional simplifies your life and allows you more time to do the things that you enjoy.