Personal Financial Planning
Your financial plan is more than just a road map that tells you how to get from where you are today to where you want to be tomorrow. And developing your individual plan isn’t just a one-time event. It’s an ongoing process where we help you discover, define and refine your goals and dreams. Click here to learn more.
I‘m Jamie L Fleming, CFP®, Founder and CEO of Fleming & Associates, LLC. At Fleming & Associates, LLC, we not only help our clients work through the numbers, but any issues they have around money to ultimately achieve the lifestyle they want to lead. I’m the author of Kick the Fear out of your Finances™ and a public speaker on the topic. I created this course in 2006 to give individuals and business owners the foundational knowledge necessary to create and sustain financial success while honoring their Value System. With over 20+ years of experience in the financial industry, I’ve assisted 1,000’s of clients in achieving their financial goals. Click here to read more.
Investment Advisory services offered through Fleming & Associates, LLC; a state Registered Investment Advisor. Fleming & Associates, LLC and Kick the Fear out of your Finances (KTFOOYF) are independent of one another. CA Insurance license number 0B42473.