LJ Jones V (Certified Student Loan Professional, CFP®, CPA)
LJ Jones V focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- LGBT Couples and Families
- Cash Flow/Budgets/Credit Issues
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- LGBT Couples and Families
Planning Specialties
L.J. specializes in providing financial planning solutions for the unique financial decisions that law associates face. Developed through his education and work as a CPA and in Finance, L.J. developed a process to use his knowledge as a tool that clients can leverage to achieve their personal dream life. Specialties include Life/Goal Planning, Student Loan Repayment, Spending Effectively (Income/Expense Analysis), Insurance, Investment Management, Tax Planning, Employer Benefits Analysis, and Career Planning (Planning for Partnership and Salary Benchmarking).Additional Information
As a financial planner engaged to a lawyer, L.J. knows about the financial challenges and opportunities that young lawyers face in their careers. Using his first-hand knowledge of this rewarding career field, he created the Developing Financial Process. A financial planning process specifically tailored to address the questions and needs of young lawyers. L.J. brings an education-first approach to his planning process. He believes that financial planning is a collaborative effort, so when the client has a better understanding of their finances, better decisions are made. He makes an effort to answer any questions and provide a comprehensive view of every decision to the client.NAPFA Start Date
September 14, 2021
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