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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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.

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