Jobie McCormick - Conscious Financial Planning

The Consultation

What is the process?
When you meet with Jobie everything discussed is confidential. She will review your current financial situation discussing the numbers as well as the feelings behind them. Jobie starts at the root by determining what is truly important to you - often uncovering unconscious patterns and feelings around money. After witnessing far too many people who have forgotten their passions and their original purpose for accumulating their net worth, she understands the importance of getting her clients back to the core - focusing on goals and achieving them.

What can you expect?
Jobie analyzes all of your data and then presents you with very specific financial recommendations. Whether you are retired, planning to retire soon or experiencing changes in your life such as divorce, widowhood or an inheritance, Jobie can help you develop and implement a plan. She works holistically by taking a look at the overall picture to make sure everything works in concert with one another - proactively finding areas that need improvement and focusing on an effective plan. She then assists you in investing your assets in alignment with your values and monitoring the investments to ensure that they are performing as desired.

How do clients feel?
Most people are very private with their money issues. However, Jobie's clients feel at ease discussing their money fears and dreams. By educating people and eliciting what is important to them and what they are afraid of Jobie helps them make better quality decisions for themselves. People have found that for the first time in their lives they don't have to carry their financial burdens alone. Jobie's gentle manner combined with her professionalism and level of expertise is what truly distinguishes her from other investment advisors.

What to bring with you
Please bring all your financial documents including your statements, taxes, insurance policies and estate planning documents. Be sure to bring your dreams and desires. It's time to achieve them. You deserve it!



		The Consultation What is the process? When you meet with Jobie everything discussed is confidential. She will review your current financial situation discussing the numbers as well as the feelings behind them. Jobie starts at the root by determining what is truly important to you - often uncovering unconscious patterns and feelings around money. After witnessing far too many people who have forgotten their passions and their original purpose for accumulating their net worth, she understands the importance of getting her clients back to the core - focusing on goals and achieving them. What can you expect? Jobie analyzes all of your data and then presents you with very specific financial recommendations. Whether you are retired, planning to retire soon or experiencing changes in your life such as divorce, widowhood or an inheritance, Jobie can help you develop and implement a plan. She works holistically by taking a look at the overall picture to make sure everything works in concert with one another - proactively finding areas that need improvement and focusing on an effective plan. She then assists you in investing your assets in alignment with your values and monitoring the investments to ensure that they are performing as desired. How do clients feel? Most people are very private with their money issues. However, Jobie's clients feel at ease discussing their money fears and dreams. By educating people and eliciting what is important to them and what they are afraid of Jobie helps them make better quality decisions for themselves. People have found that for the first time in their lives they don't have to carry their financial burdens alone. Jobie's gentle manner combined with her professionalism and level of expertise is what truly distinguishes her from other investment advisors. What to bring with you Please bring all your financial documents including your statements, taxes, insurance policies and estate planning documents. Be sure to bring your dreams and desires. It's time to achieve them. You deserve it!