Start Here2017-08-21T11:10:56+00:00

Financial Planning Workbook

(Free)

A Powerful Workbook for YOUR Wealth Creation

I am passionate about helping my clients.

Together we take a look at where you are now, what your goals are for your life, and put a financial roadmap in place to help you achieve those goals. We break this down into bite-sized pieces so that it makes sense to you.

I remember in my early 20’s going to see a financial planner.  He treated me like I was a little kid and talked way over my head.  I remember thinking, “You can’t treat me any kind of way and get my money!”  I did not do business with him because I did not feel valued as a customer.

That experience taught me to build a business based on relationships.  When we meet the first time, it’s like a first date.  We gather facts about each other to see if we want to build a long-term relationship.  Based on the outcome of that meeting, we might set a “second date”.  In that second date, I gather lots of info so that I can take a holistic approach to your particular case.  I then put together a detailed financial plan and we review it.  We then implement the plan and review bi-annually or annually, based on your preference, to make sure that your financial plan is always in line with your changing life.

Welcome to JStephens Wealth Management.  I am excited that you have chosen to take this journey with us.  As busy professionals and entrepreneurs, you have mastered the art of making money, but may not have been given the tools or resources to learn how to grow it.  My motto is that your money should work as hard for you as you did for it.  That is why smart people like you choose to work with a Financial Planner who is a recognized professional in their field.  At JStephens Wealth Management, I take pride in educating my clients to get ready for that La Vida Loca life they have been dreaming of.

I am passionate about helping my clients.  Together we take a look at where you are now, what your goals are for your life, and put a financial roadmap in place to help you achieve those goals.  We break this down into bite-sized pieces so that it makes sense to you.

But more than that, you can expect all of these free perks as a member of Jstephens Wealth Management:

  • Short YouTube educational videos
  • Monthly Newsletter
  • Financial webinars
  • Weekly email tips
  • Position yourself to become an informed, knowledgeable investor
  • Learn how to put your money to work for you
  • Be the first to learn about special events and programs we offer

I know that you work hard for your money.  I help you make sense of the complex world of finance so that you can concentrate on what you do best.  Again, I couldn’t be more pleased that you are going on this journey with us.  You’re now part of a growing team of people that want more from their financial life; ready to take it to the next level.

Please like us on Facebook and YouTube.  You’ll also want to add JStephensWealthManagement.com as a trusted site so that you don’t miss one tidbit of information that you deserve.  If you have any questions or need clarification on anything, please email me at Juanita@JStephensWealthManagement.com.

Juanita Stephens, Financial Planner
JStephens Wealth Management
Ph: (512) 598-9080; Fax: (512) 995-7384
Juanita@JStephensWealthManagement.com