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LIVE INTENTIONALLY

FINANCIAL PLANNING
SO YOU CAN…

Align Your Money With What Is Most Important In Your Life

Let's talk priorities today!

Clarify your priorities, simplify goals,
inform choices, and make
real progress.

Jim Crider, CFP®

A happy family of six people standing outdoors in a park with trees in the background. The adults, a man and a woman, are smiling, holding a young girl and standing behind three boys. The family is dressed casually.

Founder & CEO

I am a CERTIFIED FINANCIAL PLANNER™, and my job, in its 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 arise. 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 efficient 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

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 to you; that your planning should be INTENTIONAL.

Intentional Living

For Families Desiring Early
Financial Independence

Intentional Entrepreneur

Helping Business Owners
Navigate From Build to Exit

quiver with four colorful arrows

For Your Retirement and
Lasting Generational Impact

Intentional Legacy

Here’s what people are saying…

Let us help you
make progress on
your financial priorities

Forbes

NerdWallet

Fortune

InvestmentNews

ThinkAdvisor

Financial Planning Magazine

Forbes • NerdWallet • Fortune • InvestmentNews • ThinkAdvisor • Financial Planning Magazine •

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