Jim Woolley

I work with my clients to create goal-aligned money plans that fit their needs. I enjoy spending the necessary time educating my clients on the strategies designed to accomplish their goals. Clients say I have a knack for taking complicated financial concepts and products and making them easy to understand. Ensuring that each client understands our work together is imperative because long-term success relies on this crucial lynchpin.

“Planning is bringing the future into the present so that you can do something about it now.” Alan Lakein — Author & Time Management Guru

This quote encapsulates the job of a financial planner, which is to uphold each client’s goals as the preeminent, imperative guide. I am passionate about helping people realize their dreams. Sound, long-term financial planning is the mechanism most people dismiss when dreaming about their future. Every dream is feasible—if you create a plan that connects the resources you have today with your vision for the future.

In addition, I am the host of The Actionable Intel Podcast, the purpose of which is to help you make better financial decisions when it comes to business and personal finances. I believe that 80-–85% of the information reported by today’s traditional financial news media is solely for entertainment purposes and not actionable in the slightest. You can find the show wherever you get your podcasts.

Core Values

• Independence: I do not have a sales manager dictating what to recommend and how to create your financial plan. I work for you.
• Transparency: I disclose my compensation and put your interests first.
• Collaboration: We work together toward your goals.

I really like working with people who are fired up about achieving their goals. Those are people I like being around. I also love doing things with my wife and each of our kids: date night with my wife, target practice and golf with my oldest son, cooking Saturday morning breakfast with my daughter, and sparring intellectually with my youngest son.