Financial Coaching

Like all great coaches, we will listen in order to understand your goals, teach you how to achieve them, and provide objective feedback and accountability so that you are empowered to live a life fulfilled.

5 MUST-ASK QUESTIONS

Professional Guidance

Do you want a partner to help you through life’s financial challenges? At FJY, a Certified Financial PlannerTM Professional will guide you through the financial planning process, providing assurance and support and helping you navigate each decision on the path to financial freedom.

5 MUST-ASK QUESTIONS

Financial Advice

Client First. That fundamental principle is woven into everything we do at FJY. We strive to minimize conflicts of interest and always provide clients with objective advice. As fiduciary advisors, we always put your best interest first.

5 MUST-ASK QUESTIONS

Financial Coaching

Like all great coaches, we will listen in order to understand your goals, teach you how to achieve them, and provide objective feedback and accountability so that you are empowered to live a life fulfilled.

5 MUST-ASK QUESTIONS

Professional Guidance

Do you want a partner to help you through life’s financial challenges? At FJY, a Certified Financial PlannerTM Professional will guide you through the financial planning process, providing assurance and support and helping you navigate each decision on the path to financial freedom.

5 MUST-ASK QUESTIONS

Financial Advice

Client First. That fundamental principle is woven into everything we do at FJY. We strive to minimize conflicts of interest and always provide clients with objective advice. As fiduciary advisors, we always put your best interest first.

5 MUST-ASK QUESTIONS

Who We Work With

We know that clients approaching financial independence have a unique set of needs and are looking for an appropriate balance between various financial goals. If you have established yourself in your career while successfully building a nest egg to protect, we can help! You are an expert in your own right, but financial planning may not be your specialty. We will work with you to explore the possibilities and develop a plan to support you in reaching your goals. Look to FJY Financial to coordinate your team of professionals and help ensure that you are well positioned to take that next step – wherever it may lead you. Call us for guidance related to questions such as:

  • Am I on track reach my goals: retirement, travel, career change, college, second home, gifting…?
  • Do I have the right strategy for the wealth I have accumulated?
  • Can my plan handle changing circumstances?
  • Can I retire now? How do I begin “living off” my portfolio?
  • What do I do with my company benefits: restricted stock, deferred compensation, etc.?
  • What can I do to minimize taxes?
  • Are my assets protected?
  • Have I planned appropriately to take care of my family?

At FJY Financial, we want to be your first call when life happens; let us be here for you!

We know that building a solid financial foundation early is key to achieving financial freedom. If you are a young professional and feel like it is time to develop a strategy for your finances, we can help! We will work with you to understand your current situation, create a plan for achieving your goals, and put your savings on a path to growth, all while ensuring you have protected your family – just in case. When finances start getting more complicated, call us for guidance related to questions such as:

  • How should I invest my savings? What about those 401k options? Am I saving enough?
  • Am I prepared to: get married, buy a house, start a family, change jobs…?
  • Can I do more to save taxes?
  • What should I consider when starting my own business?
  • Will my family be taken care of if something happens to me?
  • Can someone teach me about financial issues that are applicable to my current life situation?

At FJY Financial, we want to invest in future generations, so let us grow with you, and we will be here for you as life happens!

We know a solid retirement plan is an essential part of company benefits. In fact, 401k plans rank in the top 5 requested benefits by prospective employees, according to a recent Glassdoor survey. If you are a business owner or manager who is willing to invest in your employees’ futures, we can help! Our retirement plan specialists will work with you to create a best in class retirement plan, uniquely designed to suit your needs and maximize employee’s retirement outcome. Call us for help with the following:

  • Understanding your fiduciary responsibility to your employees
  • Identifying how to minimize your liability associated with sponsoring a company retirement plan
  • Selecting superior, low cost investment options to be offered in your plan
  • Choosing and managing your plan administrator
  • Motivating employees to participate in your retirement plan
  • Providing individualized education and coaching to your employees

At FJY Financial, we understand the needs of your business are constantly evolving. We want to help business owners create an attractive benefit to help employees achieve financial freedom, while minimizing the risk to you and your business. Let us be here for you.

About FJY Financial

We believe every client has a story. Our job is to help uncover what is important to you and assist you in exploring ways to make it possible. We work to keep clients engaged in the financial planning process, and provide them with the confidence that we are always here, serving their best interest.

Our team has over 100 years of collective experience, and has gone the extra mile to attain certifications, such as the Certified Financial PlannerTM designation. We have offices in Reston, VA and Midland, TX, and have built successful relationships with clients across the country, facilitated by our leading edge technology.

Meet The Team

What We Do

FINANCIAL PLANNING

We are a team of Certified Financial PlannerTM professionals, who partner with you to provide guidance toward better and more informed financial decisions.

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INVESTMENT MANAGEMENT

Investing is not a one-size-fits-all approach. We work to help you understand the markets while creating investment portfolios that support your unique financial goals.

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Company Retirement Plans

We have extensive experience and knowledge to help you assess, implement, and monitor a company retirement plan that is appropriate for your business.

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