Jay Boekeloo, CFP®
Helping clients build wealth intentionally — live life on a High Note™
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Serving Clients Nationwide
Helping clients build wealth intentionally — live life on a High Note™
Areas of Focus
- Business Owners
- Cash Flow
- Employee Benefits
- Estate Planning
- Medicare / IRMAA Planning
- Retirement Income Planning
- Retirement Planning
- Social Security Optimization
About Jay Boekeloo, CFP®
Hi, I'm Jay Boekeloo, Founder & Lead Advisor of High Note Financial LLC, where I help clients use financial planning as a tool to pursue more intentional and fulfilling lives.I believe the best planning doesn't begin with numbers, but rather with understanding what a meaningful life looks like for each individual or family. Using High Note Financial's 6-STEPP Framework™, I combine expertise in financial planning, behavioral coaching, and principles of financial therapy to help clients build wealth intentionally, creating the freedom and confidence to pursue the lives they genuinely value.
Before entering financial planning, I worked as a professional studio musician and songwriter. It was in the music industry that I learned the importance of listening deeply and finding unique ways to help others tell their stories. Those qualities have shaped my approach to advising and led clients to describe me as empathetic, creative, and calming, with a gift for translating complex financial concepts into clear, actionable guidance.
A multi-business owner, I also own Serenity Veterinary Care with my wife, Kelsey, a mobile veterinary practice serving Southwest Washington.
When I'm not helping clients live life on a High Note™, I can usually be found playing baseball with my wife and our son, Conlan, training in martial arts, writing and recording music, or taking spontaneous weekend trips to explore a new state or country.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
Primary Location
418 W Main St, Suite 1224, Battle Ground, WA 98604
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. This is a free, no-obligation meeting where we can get to know each other, discuss your various goals, and offer some insight in how we believe we can help you achieve them. I look forward to speaking with you.Offers Investment Management
Yes
About High Note Financial
High Note Financial is a fee-only, fiduciary financial planning and investment management firm serving clients locally and across the country.Who We Serve
We work with clients across every stage of life - from retirees and late-career professionals focused on preserving wealth and planning for healthcare and long-term care needs, to young professionals building a solid financial foundation, to small business owners and operators looking to establish or restructure employer retirement plans.
Our Services
Our comprehensive financial planning services include cash flow planning, retirement planning, employer benefits optimization, investment management, tax planning, estate planning, Social Security and Medicare strategy, and business planning. We take a holistic view of each client's situation rather than focusing on investments alone.
Our Philosophy
We believe true wealth is not defined solely by money, but by the ability to live with purpose, fulfillment, and freedom across the areas of life that matter most. This belief shapes our 6-STEPP Framework™, which guides our approach to comprehensive financial planning by nurturing the financial, social, time, environmental, physical, and psychological dimensions of a client's life - what we call a High Note Life™.
Education
Kansas State University, Master of Science - MS, Financial Planning | University of Puget Sound, Bachelor of Music, Music w/ Elective Studies in Business
Hobbies and Interests
- Baseball
- Family
- Music
- Traveling
- Writing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
- Young Families
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