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How We Work with You

At JTL Wealth Partners, we understand that managing our financial lives is not a single activity but a multi-layered process. To align your financial life with your goals requires the coordination of several professionals: Your CPA, attorney, insurance agents, human resource professionals, and many others. Once you have identified these professionals, we can help facilitate a financial plan we build together based on our process of cascading objectives.

Building your Financial Plan is a process but it is also a system – it includes identifying your core values and pinpointing the many objectives that you wish to accomplish. Some of these objectives may change over time yet many may be stepping stones to the next objective, and the next, and so on. Your plan generates the metrics which we use as feedback as a guide for making informed decisions and to track progress.

Our goal is to be your wealth partner, working with you each step of the way.  We can do the numbers so you can do you. 


Have a Question? We're ready to help.

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05/19