Financial Planning is important to be sure, and it is a key component to helping you achieve your goals and dreams. Why then are we so focused on the coaching and investing side of things? Imagine a jet plane fueled with regular 87 octane gasoline, that is not up to date on its maintenance; even if the engines fire up, the plane is not likely to get off the ground let alone get you to where you want to go. My belief is that without enough “fuel” and specifically, without the right “fuel”, and regular maintenance or in our case without the right mix of assets, the appropriate amount of risk for your specific time horizon and the coaching to help you remain disciplined, no financial plan is likely to help you achieve the results you are hoping for.

When you engage the professional, personal financial planning services of Junkin & Company, you can do so with confidence. You will always be provided with a written agreement that explains the services to be provided, full disclosure of all the costs, and adherence to our strict code of ethics.

You retain complete control of your finances, your financial plan, and your decisions. What you gain is new knowledge that may help you to make better-informed decisions, and the support and encouragement of someone who is committed to helping you follow through and achieve the desired results.

Upon our initial meeting there is no obligation if you decide to NOT get together.

We’ll review your current situation to determine if there are any areas of concern. If there are not, we’ll tell you so; if there are, we’ll give you steps you can take to get on the right track. You will have the opportunity to ask us questions and decide for yourself if what we do and what you are looking for is a good fit.

The next step is completely up to you.