Jack Clemans
I'm a CERTIFIED FINANCIAL PLANNER™ specializing in the union of personal financial planning and intentional living. My mission is to help people live happier, more fulfilling lives by righting their relationship with money and taking control of their financial future.
Our Services
Comprehensive Financial Plan $2500
This is for you if you want a comprehensive analysis of your financial life. Cash flow analysis, investment guidance, tax optimization, retirement planning, and everything in between.
Hourly Planning $150/Hour
This is for you if you DIY your finances but you have a question on 1-2 topics and want to check in with an expert to make sure you're on the right track.
For more information, check out the "Work With Me" page, or feel free to reach out to me directly from the "Contact Me" Page
My Philosophy
Want Makes a Good Financial Planner?
CFP® Professional
There is a LOT of bad financial advice out there. From social media "gurus" to salesmen selling predatory financial products, it can be hard to know what information is good and what is not. That is why I have taken the time and effort to get my CFP® Certification. This includes nearly 2 years of additional education and 4,000-6,000 planning experience. As a CFP® professional, I am held to a fiduciary standard with every client meeting.
Clear Resources
When you work with me I never send you home empty handed. With your first hour booked you get access to Right Capital's sophisticated budgeting software which automatically tracks and organizes your income and expenses, a Google Sheets Monthly Budgeting template, and an email detailing what we discussed in our meeting so you know what steps to take next.
Transparent Pricing
My fees are simple. $150 per hour, or $2,500 for a comprehensive financial plan. No commissions, no products, no sales pitch, no recurring fees. Most financial planners hide their fees, getting kick-back commissions from selling you financial products you don't need, or taking a percentage of your assets and sneaking in other fees like "12b-1" fees into your contract. Not me. What you see is what you get. Unbiased. Clear. Quality. Affordable.
Powerful Projections
Powered by Right Capital, I use sophisticated financial planning software with all of my clients to make sure we are maximizing your finances so you can be confident you are taking the right steps to meet your financial goals now, and in the future. See in real-time how different investment results impact your retirement savings, calculate the impact of funding one financial goal over another, or project how small changes to debt payoff strategy can lead to your financial freedom faster and with more money saved.
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Meet with Me for 1:1 Planning
Most people don't require costly financial products or long-term commitments where someone takes a percentage of their funds indefinitely. What they truly need is a brief consultation with a professional to create a plan and set themselves on the right path.
Schedule a 1-hour video call with me, a CERTIFIED FINANCIAL PLANNER™. Prior to our meeting, you'll complete a questionnaire to ensure our session is productive. Following our discussion, I'll provide an email recap outlining your next steps. Plus, receive my budgeting template for free with your first booked session!
Coming Soon
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For More Resources:
Find me on Youtube @Jack_Clemans
Posting Weekly
Lets Connect!
If you have any questions about my services or want to get in touch, please feel free to reach out :)
