JATAJ Wealth Management
A Fee-Only Financial Planning and Investment Management Firm
That Does More Than Help You Create a Successful Portfolio.
We Help You Create A Successful Life!
Is This You?
You have left, or are ready to leave, corporate America in search of a more meaningful life. In fact, you want to live the life you were meant to live.
You have been looking for a financial expert that can help you navigate this transition, who is spiritually conscious and socially aware, who believes that your money can be invested in alignment with your values.
And while you want to be educated and informed, you have other things you’d rather be doing than handling the day-to-day details of managing your investments.
Why You Will Love Working With Us
We are fiduciaries — we are legally bound to put your interests before ours.
We offer unbiased advice. We sell no products.
We offer science-based socially responsible investment portfolios.
We are virtual and can work with you no matter where you live in the U.S.
Our services include:
Investment Management Services Based On Your Values
Your Own Secure Personal Financial Website
Career and Business Planning
MEET OUR PRESIDENT
Janet Tyler Johnson, CFP® is a 30+ year veteran of the financial services industry who left a successful career in Corporate America in 2005 to start her own firm. She is a published author and accomplished speaker who helps current and former “corporate hostages” create lives filled with money and meaning.
With her decades of expertise and experience as a fee-only financial planner and investment advisor, she helps both individuals and couples create wealth that is congruent with their values. This approach creates peace of mind and the knowledge that, with an advocate like Janet in your corner, your best years are yet to come.
She also has a Bachelor’s of Science Degree in Metaphysics.
Janet is passionate about helping people live the lives they were meant to live. Are you ready to begin living yours?
P.S. To read Janet’s story, and learn more about her experience and expertise, read our ABOUT page.
Is JATAJ Wealth Management For You?
Are you willing to confidentially discuss your goals, your dreams, and what’s truly important to you?
Are you looking for unbiased, compassionate advice, not judgment?
Are you looking to work with someone who cares deeply about your success in life, not just your money?
Are you comfortable using technology, and meeting by computer and phone?
It’s only natural that you may have questions and want to meet Janet, so here’s how to do that:
Complete the form below to schedule a complimentary one-hour
"Live the Life You Were Meant To Live" consultation with Janet today!