Create a Financial Plan

Why a JBAS Financial Plan?

Do you sense in your gut that you might be saving enough for retirement, but you’re not 100% sure how long it will last?

Since 2011, I’ve worked alongside professionals who were feeling “cautiously” optimistic about retirement.

What if you had a financial plan that showed you when you could retire and how long your money would last?

I decided to create a process that makes financial planning fun and makes sure physical therapists like you get where they want to go with their finances.

Would you be open to jumping on a call to discuss how I can help you? Schedule a call today to discuss whether a financial plan is right for you.