Our Story
In August 2015, we launched as J. Woolley Financial Inc. There is a lengthy decade-and-a-half backstory as to how this finally occurred.
Beginnings
Jim’s reasons for becoming a financial professional are deeply personal. He repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with his understanding of personal finance, coupled with training as a financial professional, he can help people better prepare for the future. After years in the business, he has developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our Approach
Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.
It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.
You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.