Alison James (CFP®, PMP)
Alison James focuses in the
following client markets or areas of practice:
- College/Education Planning
- Generation X
- LGBT Couples and Families
- Middle Income Client Needs
- Millennials
- Women's Financial Planning Issues
- College/Education Planning
- Generation X
- LGBT Couples and Families
- Middle Income Client Needs
- Millennials
- Women's Financial Planning Issues
Planning Specialties
We specialize in helping early to mid-career families of all shapes and sizes juggle saving for college while planning for a secure retirement and enjoying a full life along the way. Because we want our clients to get started on the right path as early as possible, we offer free asset management for our families that are just starting to build wealth.Additional Information
Alison James is a CERTIFIED FINANCIAL PLANNER™ professional, and a Project Management Professional® with a degree in Economics and English from Rice University. Prior to founding WorthWise, Alison worked with large companies for over 20 years to help their employees protect their families and achieve financial goals through retirement and insurance programs.NAPFA Start Date
January 25, 2022
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