JPSmoney
Organization is the bedrock to building wealth - and we believe JPSmoney is your key to achieving it.
You are (insert current age), do you know where your money is? Is it out having fun, reckless and carefree? Is it trapped in the basement and not able to make you more money? Has some of it gotten away? Or is it all exactly where it should be?
You deserve to know. More than that, you NEED to know. After all, Knowledge is power.
With JPSmoney, we are part of a Team.
All in One.
JPSmoney is a web-based system that consolidates all your financial accounts into one centralized viewing location, making wealth management streamlined, comprehensive, and time efficient. Combined with our extensive experience and principal based foundation of building wealth and financial independence.
You are the CFO.
Clients themselves run detailed reports in an instant on their entire financial portfolio. This elevates you to the CFO position on your wealth. Using JPSmoney, our clients are able to better manage the outcome of their financial decisions.
End in Mind.
We help you understand what your financial position is today, and discover where you want to be in the future. We build a strategy that will help you get there, tackling the highest priorities early and then building a realistic timetable to finish the rest. We then help to ensure that you stay on track by setting triggering events in the system, and holding regular reviews.
New Years Resolutions.
The most comprehensive review takes place in the beginning of the year. Archiving all your numbers for year end, comparing prior year results to expectations, reviewing last year’s priority task list, building a new task list (New Year’s Resolution) for the coming year, establishing benchmarks for how the numbers might look by year end, and finally building a strategy to help you accomplish your goals.
User Based.
Some clients who are already extremely detailed and organized find our system saves them countless hours on tasks and frees up time for more productive areas. Other clients feared organization and didn’t know where to begin. Just the thought of it stopped them from getting started. They never experienced the fun and productive part of strategy and positive action.
Results Oriented.
Facts don’t lie. Now that you have a complete view of your financial picture you can watch the progress over months/year and bask in your newfound system and partnership with us to help you achieve your dreams. We are with you throughout the year to consult for no additional charge.
Is JPSmoney Right for You?
JPSmoney has an annual fee that covers all consulting services through an entire twelve months. We partner with you to help you make the most out of your financial decisions. Through our extensive years of experience and principal based foundation of what we believe are the most critical components for people to build and maintain wealth and achieve financial independence. We want you to achieve your dreams!
