Financial Planning To Help You Align Your Money With What Is Most Important In Your Life
Values | Goals | Decisions | Actions
Jim Crider, CFP®
I am a CERTIFIED FINANCIAL PLANNER™, and my job, in it’s simplest terms, is to live anywhere and everywhere your life and your money intersect, to serve as a guide as you navigate the decisions and complexities that will inevitably arisise. Your money is simply a tool, a resource to help you do what is important in your life. I help you align your money and life in the most effecient and effective manner.
When I’m not engaged in a conversation with people about life, priorities, and doing what is important to them, I can be found chasing around my kids, Atticus, Asher, Arlo, & Adeleine, spending time with my wife, Kendra, or out on an adventure.
- Jim Crider
Founder & CEO
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As Featured In
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Fortune
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InvestmentNews
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ThinkAdvisor
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Financial Planning Magazine
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Forbes • NerdWallet • Fortune • InvestmentNews • ThinkAdvisor • Financial Planning Magazine •
Intentional Living
Intentional Entrepreneur
Intentional Legacy
Financial Planning for Families Desiring Early Financial Independence
Helping Business Owners Navigate From Build to Exit
Financial Planning for Retirement and Generational Impact
Intentional Communities
We know that our clients have unique goals, decisions to navigate, and needs to address. We believe that your planning experience should be tailored for you; that your planning should be Intentional.