Jim Crider, CFP®
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Intentional Living FP
Jim Crider, CFP®
New Braunfels, TX
Serving Clients Nationwide
We help families align their money with what is most important in their lives.
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Retiring Early (F.I.R.E)
About Jim Crider, CFP®
Hi, I’m Jim Crider— a husband, dad, and CEO of Intentional Living FP.I am a CERTIFIED FINANCIAL PLANNER™, and my job, in it’s simplest terms, is to live anywhere and everywhere your life and your money intersect, to serve as a guide as you navigate the decisions and complexities that will inevitably arise. Your money is simply a tool, a resource that is there to help you do what important in your life. I help you align your money and life in the most efficient and effective manner for what you value.
When I’m not engaged in a conversation with people about life, priorities, and doing what is important to them, I can be found chasing around my kids, Atticus, Asher, Arlo, & Adeleine, spending time with my wife, Kendra, or out on an adventure.
I’m so grateful you are joining me, and I’m excited for our journey together.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
123 N Seguin Ave. Ste. 202, New Braunfels, Texas 78130
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Offers Advice-Only Services
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button to schedule a complementary call. This 15-minute conversation will give us both a chance to cover the basics: what are you searching for and how we can help. I look forward to speaking with you.Offers Investment Management
Yes
About Intentional Living FP
At Intentional Living FP, our job is to help you live the life that you want, understanding that your money is simply a resource to help do this.Contact us for a free financial assessment. A simple process showing how you can improve your financial life + align your money with what is important in your life. Serving San Antonio, Austin, New Braunfels and Dallas.
Intentional Communities
We know that our clients have unique goals, decisions to navigate, and needs to address. We believe that your planning experience should be tailored for you; that your planning should be Intentional.
✔️ Intentional Living
Financial Planning for Families Desiring Early Financial Independence
✔️ Intentional Legacy
Financial Planning for Retirement and Generational Impact
✔️ Intentional Entrepreneur
Helping Business Owners Navigate From Build to Exit
Education
Dallas Baptist University, Bachelor of Business Administration (BBA), Business Administration and Management, General
Hobbies and Interests
- Church
- Family
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Wealth of Knowledge in both Traditional Finance and Bitcoin, Bringer of Clarity
✅ Wealthtender Certified Advisor Review™
Nov 19, 2025
I had been seeking a CFP who understood both traditional finance (lots of options) and Bitcoin (very few options). Jim and his team bring years of experience from both worlds and have been the perfect blend of the two. At the time I switched to Intentional Living FP, I was already heavily allocated to Bitcoin. My previous CFP at Morgan Stanley just didn't have the knowledge to provide meaningful planning strategies given my Bitcoin holdings.
While seeking Bitcoin specific advice was important to me , I have recommended Jim and ILFP to others who have no interest in Bitcoin whatsoever. His team has provided excellent service to them as well. All that to say, ILFP isn't just for Bitcoiners.
I also really valued the onboarding questions/process which challenge you to honestly answer the questions of what you want money to be able to do for you and your family. It helped bring clarity to our family in a very busy season of life.
Relationship to Financial Advisor: Client as of Nov 19, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Amazing Experience
✅ Wealthtender Certified Advisor Review™
Nov 19, 2025
I have been a client of Intentional Living (ILFP) for nearly five (5) years. Jim Crider was HIGHLY recommended and there is a very good reason for that. He is reliable, honest and operate with integrity. I am very grateful to have been referred to ILFP. His staff member (Jack Fischer) is exceptional.
Relationship to Financial Advisor: Client as of Nov 19, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trustworthy Tailored Expertise
✅ Wealthtender Certified Advisor Review™
Nov 19, 2025
The team at Intentional Living FP takes the time to truly listen and understand the goals of each family they serve. They parter with their clients to put realistic plans in place, with clear understanding and collaboration to achieve said goals. We view Intentional Living FP as a valuable resource for our family, helping us to achieve our life's goals, and are happy to have them in our corner.
Relationship to Financial Advisor: Client as of Nov 19, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Amazing for our young family
✅ Wealthtender Certified Advisor Review™
Nov 19, 2025
My wife and I always struggled deciding what to do with our money. Jim and team are there whenever we need them, they take a practical, goal-oriented approach, where the needs/wants of the client always come first. Many traditional advisors are happy to suck down the management fees and sit back, but ILFP takes a very proactive approach, building a genuine relationship with their clients. Words cannot describe how much they have helped take this formerly daunting subject for us and made it simple and straight-forward. We highly recommend working with ILFP!
Relationship to Financial Advisor: Client as of Nov 19, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Intentional Living with Eternal Perspective
✅ Wealthtender Certified Advisor Review™
Oct 8, 2025
Intentional Living FP is an incredibly knowledgeable and genuine group of advisors who truly take the time to know you and your family. They don’t just focus on numbers — they focus on what matters most to you. Their team sees money as a means of creating value, which looks different for every family, and they take the time to understand your goals before giving advice.
What really sets them apart is their holistic approach — they coordinate with accountants, attorneys, and other professionals to ensure every piece of your financial picture works together. They combine smart investment strategies with thoughtful planning to help you grow and protect your wealth over time.
I can’t recommend Intentional Living FP enough — they’re knowledgeable, trustworthy, and truly have a heart for serving others.
Lastly, I can’t thank them enough for keeping us grounded in our faith. They lead with an eternal perspective and make sure we’re taking the necessary steps to steward our money well — just as we asked them to do.
Relationship to Financial Advisor: Client as of Oct 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
GenXer Seeking Modern Approach
✅ Wealthtender Certified Advisor Review™
Oct 6, 2025
The team at Intentional Living truly took the time to get to know my wife and me and understand our goals. They’re thoughtful, strategic, and refreshingly open-minded. As Gen Xers who wanted to include Bitcoin as part of our investment strategy, we struggled to find an advisor who would even have the conversation. Jim and his team not only embraced the idea but helped make it a meaningful part of our overall financial plan. We couldn’t be happier with their guidance and approach.
Relationship to Financial Advisor: Client as of Oct 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Kind, trustworthy and patient
✅ Wealthtender Certified Advisor Review™
Oct 6, 2025
Jim and his team at Intentional Living have been so patient with me throughout the years. I was basically clueless when I came to them and they have taught me so much about how to make my money work for me and to get that much closer to financial freedom. I have met several of my goals and with their help, I continue to work towards continued growth.
Relationship to Financial Advisor: Client as of Oct 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Awesome service!
✅ Wealthtender Certified Advisor Review™
Oct 3, 2025
Jim has been great to work with. Always available to discuss thoughts, questions, and changes. Jim communicates clearly with myself and accountant, makes the processes as easy as possible.
Relationship to Financial Advisor: Client as of Oct 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Professional Personal and Attentive
✅ Wealthtender Certified Advisor Review™
Oct 3, 2025
The Team at ILFP has been attentive , kind and professional. Their knowledge and explanations of various strategies has been helpful and reassuring. I don’t know much about the investment works but these gentlemen have been patient and kind while explaining broadly and in detail when necessary. I have absolute confidence in their knowledge and expertise. I am grateful for all the handholding!
Relationship to Financial Advisor: Client as of Oct 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Hands down a savey investor
✅ Wealthtender Certified Advisor Review™
Oct 3, 2025
Have had a lot of different firms inverting over the years and am so blessed to have found Jim Crider as our investor. Getting close to retirement age and am blessed to have him as part of our team. His firm has planed out a path for us to achieve our retirement goals
Relationship to Financial Advisor: Client as of Oct 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
An advisor focused on YOU and not just your money
✅ Wealthtender Certified Advisor Review™
Oct 3, 2025
We have been working with Jim Crider for 7 years now and couldn't be happier. He genuinely cares about us and our family's goals and objectives, which is consistent with his management style: your money is a tool to help you realize your goals. I would recommend Jim without reservation to absolutely anyone looking for a financial advisor whose focus is on you and not just your money.
Relationship to Financial Advisor: Client as of Oct 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly Review Jim and His Team
✅ Wealthtender Certified Advisor Review™
Oct 3, 2025
My husband and I have been working with Jim and his team since 2023 and from the start were impressed with his approach. He listends to what is important to us and our financial needs, answers our questions and is quick to respond on decisions we've made together. We've been very pleased with the rate of return on our investments even with the rollercoaster ride of the market. I highly recommend Intentional Living FP. They are by far the best investment advisory group!
Relationship to Financial Advisor: Client as of Oct 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Peace of mind
✅ Wealthtender Certified Advisor Review™
Oct 3, 2025
Jim and his team have been everything I hoped for and more. My wife and I started working with our initial insurance / wealth management professional before we got engaged 12 years ago. We both signed up for large whole life policies. Every time we would connect with our representative (every 2-3 years) they would try to sell us some new insurance or annuity product. They never took the time to really get to know us, our nuanced goals, and/or my perspective on the broader market and approach to portfolio allocation. I had been thinking about engaging a professional money manager / fiduciary for a few years as I realized I had created quite a complex and confusion "porfolio" and knew that if something happened to me my wife would really struggle to navigate what I created. I heard Jim on The Investors podcast and immediately submitted an inquiry. Their client onboarding process forced my wife and I to really think about our financial goals and the point of all of the energy we put into our financial savings and future retirement plans. They have been true partners and have helped optimize and improve our portfiolio. Best part is I know that they are there to support my family if something happens to me. I can not reccomend them highly enough!
Relationship to Financial Advisor: Client as of Oct 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A Financial Advisor Who Truly Listens and Delivers
✅ Wealthtender Certified Advisor Review™
Oct 3, 2025
I have nothing but praise for Jim Crider and Intentional Living. Jim approaches financial planning on a truly individual basis, taking the time to understand my personal goals and dreams. From the very beginning, he was fully on board with my vision, and his guidance has been invaluable in keeping that dream alive.
His management of my account has provided both clarity and confidence, giving me the reassurance that my plans are not only possible but sustainable. Jim’s thoughtful approach, professionalism, and genuine care for his clients set him apart. I highly recommend Jim and Intentional Living to anyone seeking not just financial management, but a trusted partner in building the life they want.
Relationship to Financial Advisor: Client as of Oct 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Worth Every Penny
✅ Wealthtender Certified Advisor Review™
Oct 2, 2025
Jim and his team are top notch wealth advisors, and he has already paid for himself multiple times over in my year-one tax savings alone. He's also a man of faith and understands Bitcoin, which is a hard combination to find in the stuffy world of financial planners and traditional finance. I can't recommend his team enough!
Relationship to Financial Advisor: Client as of Oct 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
We are very impressed with Intentional Living FP
✅ Wealthtender Certified Advisor Review™
Oct 2, 2025
Jim is always helpful with questions we might have and discussing our plans for retirement. We are really grateful to be dealing with such an efficient and responsible company. I would highly recommend Jim and his staff to anyone looking for a great financial adviser.
Relationship to Financial Advisor: Client as of Oct 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Intentional Living
✅ Wealthtender Certified Advisor Review™
Oct 2, 2025
Intentional Living is the real deal—knowledgeable, genuine, and truly invested in your goals more than just financially. They take the time to understand what matters to you and keep you accountable every step of the way. I’ve made more progress with their help than I ever thought possible. Highly recommend!
Relationship to Financial Advisor: Client as of Oct 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
I've had three financial advisors...Jim is my favorite.
✅ Wealthtender Certified Advisor Review™
Oct 1, 2025
While my professional relationship with Jim is still young, it's already clear this experience with him will be significantly different from any other. I've had an opportunity to work with two other financial advisors, people I trust and hold in high regard. At the end of the day, I still felt I was not a great fit for their practices. Immediately, Jim's approach has been one of patience...working on my timelines, often times catering to my increasingly busy lifestyle. Most importantly though, Jim has anchored our relationship around my goals and the goals I have for my family; doing so without judging how we want to get there. He's open to thinking through and collaborating on all investment strategies, and is truly a partner (not a vendor). I'm looking forward to expanding on my time with Jim and his firm.
Relationship to Financial Advisor: Client as of Oct 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Continues to help us achieve/surpass our life and financial goals
✅ Wealthtender Certified Advisor Review™
Oct 1, 2025
My wife and I could not be happier with what Jim and his team have done for us. Jim’s first questions had nothing to do with finances, as he genuinely wanted to get to know us and establish a personal connection first. He started by asking what our life goals were and what was important to our family. He then helped us adjust our finances according to our answers. He always thoroughly answers all of our questions, even when we had an infinite number of questions about our financing options when we bought our first home last year. Most importantly, he and his team always make sure we are on the fast track to financial freedom, without having to sacrifice living in the present!
Relationship to Financial Advisor: Client as of Oct 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Life Changing Moment
✅ Wealthtender Certified Advisor Review™
Oct 1, 2025
Reaching out to Jim was truly a life-changing decision. His guidance, strategy, and patience in explaining every step gave us the confidence to make the right financial moves. By simply listening to him and following his advice, we’ve managed to grow our net worth— something we never thought possible. Jim doesn’t just give cookie-cutter advice; he takes the time to understand your goals and puts together a plan that actually works. We’re incredibly grateful for his expertise and the lasting impact he’s had on our financial future.
Relationship to Financial Advisor: Client as of Oct 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Grateful to Have Jim Guiding Our Financial Journey
✅ Wealthtender Certified Advisor Review™
Oct 1, 2025
Working with Jim Crider and his team has been such a positive experience. He’s guided us through W2 income, stock investments, and our small real estate portfolio while always keeping our retirement goals front and center. Jim is proactive, thoughtful, and genuinely cares about our financial journey. His team is also wonderful to work with and our update meetings always leave us feeling reassured and confident in our plan. We’re truly grateful to have Jim on our side and couldn’t recommend him more highly.
Relationship to Financial Advisor: Client as of Oct 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Financial Planner that understands Money!
✅ Wealthtender Certified Advisor Review™
Oct 1, 2025
My wife and I have been really impressed with ILFP and their approach to financial planning. Jim and the team took the time to deeply understand our needs and created a personalized plan that aligns perfectly with our family’s short-, mid-, and long-term goals. For me, what I really appreciated was their thorough process, which helped us to examine our financial priorities and ensure our money consistently supports our objectives. Their ongoing follow-up keeps our plan on track, adapting to our evolving needs. We truly appreciate their dedication, expertise, and client-focused approach. Another key thing for me is that they thoroughly understand the question, "What is money?" Highly recommend ILFP to anyone seeking a reliable and thoughtful financial planning partner!
Relationship to Financial Advisor: Client as of Oct 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A Financial Advisor like no other
✅ Wealthtender Certified Advisor Review™
Oct 1, 2025
Jim and his team are unlike any wealth advisors I’ve ever come in contact with. Their focus on a family mission statement and ultimate set up for the family as a whole has been life changing for us. To be able to put all your trust in a team and know that they have your back makes all the difference. I know we will be set up for exactly how we want our life to look in the next 10, 20, 30 years and beyond.
Relationship to Financial Advisor: Client as of Oct 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Amazing Group of Quality Financial Advisors
✅ Wealthtender Certified Advisor Review™
Sep 30, 2025
This team is not your average financial advising firm. They listen to each individual's need and tailor their approach accordingly. We've used them as a business with our employees and as individuals for over 6+ years. Highly Recommend!
Relationship to Financial Advisor: Client as of Sep 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trust is something you rarely hear these days
✅ Wealthtender Certified Advisor Review™
Sep 30, 2025
We've been working with Jim Crider and Intentional Living Financial Planning for several years. We were previously with one of the big, brand name financial planning firms when I worked for British Petroleum as they were they were connected to us as part of our 401K program. We just weren't making much and while we were told that our plan was customized for us, it was clear that this just wasn't true. We spoke to my wife's son and daughter-in-law and they introduced us to Jim and his team. Fast forward to today. Our rate of return thus far in 2025 is over 30% with his guidance. We couldn't be happier! We are so thankful and blessed that we found him.
Relationship to Financial Advisor: Client as of Sep 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent communication
✅ Wealthtender Certified Advisor Review™
Sep 30, 2025
Always available when I have a question. I feel he did a fantastic job understanding my concerns along with assisting with action plans to reach my goals.
Relationship to Financial Advisor: Client as of Sep 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Review of Intentional Living FP
✅ Wealthtender Certified Advisor Review™
Sep 30, 2025
Jim and his team have been great to work with. They have always helped steer our families finances in the right direction. They allow us to navigate uncertain times with confidence.
Relationship to Financial Advisor: Client as of Sep 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Wonderful to work with!
✅ Wealthtender Certified Advisor Review™
Sep 30, 2025
Working with Jim and everyone at Intentional Living FP truly has been a wonderful experience. They are here to help you build your dream life and plan finically for it. They care people and have done a great job.
Relationship to Financial Advisor: Client as of Sep 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Jim "Cares" Crider
✅ Wealthtender Certified Advisor Review™
Sep 30, 2025
Jim provides genuine care and attention to our whole family, tailoring advice to our specific needs and fears. ILFP excels at translating our abstract goals into concrete, actionable steps, ensuring our daily financial habits align with our mission. This guidance has given us the confidence to create a clear, long-term roadmap for our retirement and children's education.
Relationship to Financial Advisor: Client as of Sep 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 12, 2023
Intentional Living Financial Planning has been exactly what my wife and I needed to keep our finances in order and feel confident that we're on track for the future we envision. We were in search of an early retirement specialist who would keep a strong focus on our goals. Where other FP's we interviewed were making general assumptions about the steps ahead for us, Jim has kept OUR vision in the forefront of our financial planning every step of the way. He is always so upbeat and eager to help with anything we need. He's saved us so much time and stress in so many areas of finance. We really love working with him. Thanks Jim & team!
Relationship to Financial Advisor: Client as of Nov 12, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 14, 2023
Intentional Living Financial Planning has been a breath of fresh air for our family. Their thoughtful, personalized service has better equipped and empowered us to be an active partner in our investment journey and not feel like just another account number, which we have experienced with past advisors. We would strongly recommend ILFP to anyone seeking a trusted guide and knowledgeable resource for holistic, caring, and tailored financial advice.
Relationship to Financial Advisor: Client as of Mar 14, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 24, 2022
It’s been a pleasure working with Jim. Over the past few months, he has already helped my husband and I navigate a myriad of financial decisions after taking time to get to know our lifestyle and values. He is well researched and informed on current policies and strategies to advise us, especially on some atypical situations. He creates a trusting relationship with his openness and responsiveness to both questions and ideas that we may have. Would highly recommend.
Relationship to Financial Advisor: Client as of Aug 24, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 18, 2022
Intentional Living Financial Planning has been a godsend for my wife and I. A topic that was always a point of turmoil and contention for us - money - has been made so much easier for us to navigate. Jim helped us to align our allocations with our priorities; giving us the peace of mind to know we have struck our unique balance of spending, saving, and investing.
Intentional Living FP is very no pressure, no judgement, and cares about the happiness and success of our family. Thank you Jim and team!
Relationship to Financial Advisor: Client as of Aug 18, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 18, 2022
We first heard about Jim while he was being interviewed on a podcast. My husband and I agreed with many of the suggestions he gave during the podcast so we reached out. During our first meeting, we immediately made a connection with Jim. He has been very helpful creating a detailed action plan and helping us throughout each step!
Relationship to Financial Advisor: Client as of Aug 18, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 17, 2022
Jim is, simply put, fantastic. He takes the time to develop a personal relationship with his clients so that he can truly understand THEIR goals. Only then does he formulate a strategy to obtain those goals - and guide decision-making to ensure that one stays accountable to those goals. We are lucky to have found Jim and would recommend him to our closest friends and family without reservation.
Relationship to Financial Advisor: Client as of Aug 17, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 17, 2022
I’ve worked with a few advisors in the past and Jim raises the bar to another level. He’s brilliant, professional, and passionate about what he does. I felt like a friend from the moment we met and could tell he truly cared about my situation. Jim put together a plan that exceeded my expectations and made me confident in my future. Thank you Jim!
Relationship to Financial Advisor: Client as of Aug 17, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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