Proficient Wealth Strategies
James "Jamie" Jones,
Founder & Financial Advisor
Financial Planning
Develop and prioritize investment, retirement, protection, cash flow, and legacy considerations around your financial goals.
Protection Planning
Identify risks that could disrupt your financial strategy and explore solutions designed to help protect what matters most.
Business Planning
Coordinate personal and business priorities while looking ahead to protect what you have built and plan for succession.
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Topics to Consider
Explore a few common subjects that may help you think through your priorities, organize your goals, and feel more prepared for future conversations.
3 reasons the human element is still important for financial guidance
From budgeting to banking to investing, there’s an app for just about every part of your personal finances, but can an app really offer the same service as a real human? Here’s why you should consider managing your finances IRL.
3-step checklist when selecting a financial professional
On the hunt for a new financial professional? From fees to services to how often you speak, narrowing down your options isn’t easy, but starting with these three things can help you find a professional that fits your needs.
7 questions to ask a financial professional
Finding the right financial professional can feel daunting. Whether you find potential financial professionals via a referral or your own research, asking them these questions can help you determine if they’re the right fit for you and your finances.
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