The practice of Gregory A. Jacobson CFP®,CDFA™strives to empower clients to feel secure about their futures by helping them gain control over their finances. This is accomplished by applying a proven planning process and providing advice that is tailored to each client's unique situation.
Over the years, I have found we provide the most value to the following type of client:
- Families who want to feel more financially secure - the long-term security of knowing that they are planning for enough money to meet the goals set for their family, and the immediate security of working with someone who has their best interest at heart.
- Families who don't have time to manage their finances - through coaching, we have found clients are more connected to their finances even with minimal time investment on their behalf.