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FREE 30 Minute Consultation

  • Customized Plan for YOU
  • Financial Roadmap

Have questions or concerns about your financial future?  Get started today; click the button below to get started.  

A Financial Planner will contact you shortly to answer your questions and calm your fears!  NO COST AND NO OBLIGATION

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Financial Planner in Austin TX – Take Control of Your Financial Life

At JStephens Wealth Management, we help you build a financial roadmap to get and keep you on track long term for your financial future.  What does a Financial Planner do: 

  •  We take inventory of where you are right now. We ask questions to uncover your concerns, fears and dreams.  We look at everything to help make sure there are no gaps in your current plan.
  • We will design a comprehensive, personalized financial plan and review it with you to make sure that we have covered all of the items that are important to you.
  • We will then help you implement that plan. We’ll get together bi-annually or annually, whichever is your preference, to make sure that your plan keeps up with your ever-changing life.  We’ll make changes as necessary along the way.
  • We will work with your other professionals (Attorney, CPA, Estate Planning Professional) to make sure that we are all on the same page. We will even attend those meetings with you.  We can also make referrals to other professionals.
  • We work with multi-generational family members to make sure that your estate planning wishes are carried on to the next generation.

We like to help you hit the “Easy Button” on your financial life, and we are here to help with any questions you might have.

I CAN REMEMBER..

I can remember in my early twenties going to see a Financial Advisor that had been referred to me by a friend.  He was very condescending and told me not to worry my little head about money matters and he would be take care of everything for me.  He didn’t answer my questions, and in fact he didn’t even listen to my concerns.  He gave me a sheet to fill out that included all of my personal assets and told me to bring it back to him.

As you can imagine, I did not do business with him.  I decided that when I started my own business I would build it based on relationships.  I think of our first meeting as a “first date”.  We are getting to know each other, and see if we want to build a long-term relationship based on trust and integrity.  The next step is the “second date” where I do a lot of listening as we discuss your current situation, fears and concerns.  Based on the information that I receive from you, I build a comprehensive financial plan that is personalized for you.  We review it to make sure that I have covered everything that is important to you.

I then help you implement this plan and we periodically review it to make sure that your financial plan keeps up with your ever-changing life.  We make adjustments when necessary.  I encourage my customers to let their family members know about their overall financial plans and invite them to a meeting.

This can seem daunting at first, but once we implement the plan, we help you hit the easy button by always keeping you in the loop and providing on-going education.  My customers are my extended family, and I want to make sure they feel comfortable enough to ask questions and get all of the concerns and fears clarified.

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Would you like to speak to me?  Just submit your details and I’ll be in touch shortly.  You can also email me at Juanita@jstephenswealthmanagement.com, if you would prefer.

For Businesses:  Do you have questions about how I can help your company?  Send me an email and I’ll get in touch shortly, or phone 512-598-9080 between 08:30 am and 5:00 pm, Monday-Friday.  I look forward to hearing from you.

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