Juetten Personal Financial Planning

How I Help

If you struggle with the following financial challenges, I can help you:

• Set financial goals that are meaningful to you
• Develop a long-term financial plan to guide your decisions
• Determine how much you need to save for retirement
• Identify your retirement income sources
• Decide on the best ways to save for college for your children or grandchildren
• Identify the best mix of investments for you to help you reach your goals
• Create spending and savings plans to direct your cash into the high priority areas
• Develop the best post-retirement income plan so you don’t outlive your money
• Identify how much life and long-term care insurance you need

My Approach

I am a fee-only financial planner. I don’t sell products or take commissions or require that you have a minimum number of dollars to invest. People who need help with creating a financial plan — a map of where they want to go — and/or clients who want help with on-going investment management ask me to help them. One pretty unique part of my approach is that I charge by the hour, or project fee or flat fee for my services.

Financial Planning – It’s Not About the Money

When I started thinking about being a financial planner in late 1999, I thought it was about investments, risk, retirement income – dollars and cents stuff. I was wrong. After working as a financial planner for several years, I realized that it’s not about the money. It’s about making people’s hopes and dreams come true and helping them to avoid their worst fears. Money is part of the process. My financial planning practice focuses on what you want to achieve. Then, we work together to find the best ways to make your hopes and dreams become reality.