This is an all-inclusive service involving working one-on-one over an extended period of time. Through this ongoing arrangement, clients and JBY collaborate to develop and implement their customized financial plan. JBY will monitor the plan, recommend any appropriate changes, and ensure the plan is up-to-date as your situation, goals, and objectives evolve. Work may include: financial planning, retirement planning, and debt management. Investment management is available, but not required.

Our financial planning services are tailored to meet the needs of individuals who may not require a full-time financial advisor but still seek validation that they are making sound financial decisions. Whether you are a self-managed investor, adapting to a new lifestyle, or navigating a complex financial situation, we are here to offer our support and expertise. Our flexible approach makes it the perfect choice for those seeking personalized financial guidance without the commitment of a full-time advisor.

Are you a small business owner or a manager of a work unit and looking to empower your employees with valuable financial knowledge? At JBY, we specialize in offering customized financial education through engaging seminars and personalized one-on-one consulting sessions. When you partner with us, all you have to do is provide the venue, and we'll take care of the rest, ensuring that your employees receive the highest quality of financial guidance tailored to their needs.