Our Primary Purpose
After years of working in the niche practice of helping America's educators navigate through their finances, J.S. Thompson Financial was founded on the belief that anyone willing to learn and be guided through the ups and downs of personal finance should have that opportunity.
Whatever your profession or background, we go through a 3-step process that has been crafted over a decade. This process helps to put ourselves in your shoes to find solutions as well as ways to be proactive in your financial future.
Our 3-Step Process
Step 1
Know You
Acknowledging that every person has their own experiences, beliefs, and aspirations is key to planning for our clients. Before recommending anything, we want to assess your:
- Financial Picture
- Goals
- Risk Tolerance
- Timeline
Step 2
Educate
Improvement in any aspect of life comes from using the people and resources around you to learn how to improve. This is why we put education at the forefront of our approach. We want to make sure you:
- Understand where you stand
- Know what options you have
- Have access to a wealth of information to further your financial knowledge
Step 3
Implementation
After understanding you and your situation, we have the knowledge to implement a plan that is:
- Tailored to you
- As an independent firm, JS Thompson works with a plethora of companies to make a plan suited to your wants and needs
- As an independent firm, JS Thompson works with a plethora of companies to make a plan suited to your wants and needs
- Flexible to the changes of life
- Goals change. Situations change. Having regular reviews help ensure your plan can change along with life.