Jake Jones, CFP^®

How do I help clients live a richer life?
As a member of the Personal CFO team, I’m determined to build valuable relationships with clients and find the little details that matter the most. My main goal is to help our clients reach the intersection of their passions and finances so they can live a richer life!

How do I align my time and money with my values and passions to Live a Richer Life?
I align my time and money with achievement, fun, and authenticity. I aim to achieve at least one or two big yearly physical goals (marathon, climbing Rainier, etc). Doing this motivates me to compete against myself and do better than last year! I reserve plenty of resources to have fun with friends and family. Whether on the golf course, traveling to foreign countries, or just sitting down to a fancy home-cooked meal, I prioritize enjoying/celebrating life. I aim to live every minute as my authentic self and surround myself with others who do the same. Maintaining vulnerability and candor with the people closest to me nurtures lasting relationships.