The Star-Ledger: How I Help My Clients

The Star-Ledger: How I Help My Clients

JORIE JOHNSON: President of Financial Futures, a financial advisory firm in Manasquan.

WHAT I DO: Financial and Investment planning.

I identify and define their financial goals by prioritizing what is important to them. The majority of the people I work for are women. They don’t just want me to tell them what to do. They want to be educated was well. I am selective about who I take on – I want to like them as people and be invested in them. I like knowing the names of their children and pets.

Previous Post
WorkingMother.com: Time Is Money – College Saving Savvy
Next Post
Financial Planning Magazine: Getting A Virtual Grip

Related Posts

Kiplinger: Making It in the Gig Economy

By MIRIAM CROSS, Associate Editor and SANDRA BLOCK, Senior Editor June 6, 2019 From Kiplinger’s Personal Finance Whether you’re earning extra money or working full time, you’ll need to adopt new financial…
Read More