Fee-Only Fiduciary
We are legally and ethically obligated to act in your best interest-always. As a fee-only firm, we do not accept commissions, so our advice is never influenced by product sales or third-party incentives. You can expect clear, objective guidance tailored solely to your goals.
Clarity & Confidence
Planning that makes sense. We make it easy to understand where you stand today, what is possible, and what to do next. With clear expectations and a focused plan, you will never feel lost in the process or unsure of your next step. Now that's Wealth Planning. Simplified.
Proactive Partnership
Communication is key. We are with you beyond the initial plan - helping you adapt as life, markets, and priorities evolve. Our relationship is built on trust, consistent communication, and a shared commitment to your goals. We are here for you.
why choose us?
A Relationship-Driven, Fiduciary Approach.
OUR PROCESS
4 Easy Steps to
Financial Security.
01
The nesting plan starts here
Introductory Meeting
This complimentary 30-minute call is where our process begins. We will get to know each other, talk through your goals, and determine if Jaskolka Financial is the right fit for you.
02
DISCOVERY MEETING
True north
In this meeting, we will dive deeper into your current situation and help determine the best path forward with clarity and conviction.
03
FINANCIAL PLAN PRESENTATION
Take Flight
In this meeting, I will show you your Financial Plan. This is where you will see the pieces of your puzzle come together and what your financial future can potentially look like.
04
ONGOING QUARTERLY REVIEWS
Steady Wings
Ongoing Quarterly Reviews to make sure you are on track to achieve your goals.
Get in Touch.
Have a question that is on your mind? Not sure if your current plan is checking all of the above? Feel like you should be getting more from your Advisor? Reach out. Let us see if Jaskolka Financial is the right fit for your journey.