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Financial Planner in Austin TX – Take Control of Your Financial Life

At JStephens Wealth Management, we help you build a financial roadmap to get and keep you on track long term for your financial future. 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 pursue those goals. Remember, you can’t dial up 1-800-I-Didn’t-Plan-Well-Can-You-Hook-Me-Up-In-Retirement. The sooner you get started, the closer you will be to retiring well.

What does a Financial Planner do:

  • We take inventory of where you are right now. We ask questions to uncover your concerns, fears and dreams. We look at everything to help make sure there are no gaps in your current plan.
  • We will design a comprehensive, personalized financial plan and review it with you to make sure that we have covered all of the items that are important to you.
  • We will then help you implement that plan. We’ll get together bi-annually or annually, whichever is your preference, to make sure that your plan keeps up with your ever-changing life. We’ll make changes as necessary along the way.
  • We will work with your other professionals (Attorney, CPA, Estate Planning Professional) to make sure that we are all on the same page. We will even attend those meetings with you. We can also make referrals to other professionals.
  • We work with multi-generational family members to make sure that your estate planning wishes are carried on to the next generation.
    We like to help you hit the “Easy Button” on your financial life, and we are here to help with any questions you might have.