Jim Yanez
FIC, BFA™
State(s) Licensed: FL, IA, KS, MD, MO, NC, NE, TX
12701 Metcalf Ave Ste 104
Overland Park, KS 66213
State(s) Licensed: FL, IA, KS, MD, MO, NC, NE, TX
Take the Initiative with your Financial Goals
When was the last time you sat down and looked at your financial strategy? Five, ten, twenty years ago? Ever? I’m not that old, but I definitely have different goals than I did back then. Our goals usually change as life goes on, but sometimes our plans don’t get updated.
The goal of my practice is to help keep your plans up to date and give you the sense of assurance knowing your finances are focused on what’s important to you.
Let’s connect to see how I can help.
What you can expect when we connect
When you meet with me, you can always expect two things: an agenda to respect your time, and the question "What do you want to make sure we get covered today?" We live in a busy world, and I love working with busy people, so the value of our time is a high priority. After a bit about myself, I'll want to get to know you:
- What's important to you?
- Who are those closest to you in your life?
- What are you goals?
- How do you feel your financial situation stands now?
- Where do you want your financial situation to be?
- What keeps you up at night?
- What has been your experience with money?
- Any special concerns?
Our conversation will give us a starting point for for a complementary initial analysis of your financial house as it stands. After some further discovery and analysis, I will come back to you with a Retirement Score and some recommendations. Then you make the decision in what capacity you'd like to work with us.
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Location
Overland Park Office
- Phone:
- 816-894-5803
- Mobile:
- 816-720-7708