 Chuck Jones is a Certified Financial Planner™ and president of Chuck Jones & Associates, Inc. He is also a senior investment advisor for a fee-based wealth management firm with offices in Oregon and Idaho. Click on About Chuck to read more.
|
Coaching clients in Life Planning
techniques since 1980.
Life Planning is the process of (1) helping people focus
on the true values and motivations in their lives, (2)
determining the goals and objectives they have as they
see their lives develop, and (3) using these values,
motivations, goals and objectives to guide the planning
process and provide a framework for making choices
and decisions in life that have financial and non-financial
implications or consequences.
As a Financial Planners, we accomplish this through analysis,
education, recommendation, and management of life’s
assets. Financial Planners concentrate on building wealth,
Life Planners emphasize helping clients find ways to use
while their wealth effectively to get more out of life.
Put our many years of finance and investment experience to
work for you to see how we can strategize to make your
financial dreams come true. You’ll be glad you did.
For a no-cost, no obligation consultation, contact us
using our Online Contact form, or call (503) 291-1313.
|
