JATAJ Wealth Management
A Fee-Only Financial Planning and Investment Management Firm
Helping “Corporate Hostages” who yearn to escape.
Is This You?
You 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.
Maybe you are ready to retire, or you would like to start your own business. Perhaps you are ready for your next chapter in life but you are not sure what that may look like.
Perhaps you need help determining when to take Social Security. Perhaps you need cash flow planning, or retirement planning, or tax planning.
You have investments you have accumulated over the years but you are not sure how to handle them after leaving your job.
You have been looking for a financial expert that can help you navigate your transition to whatever is next, 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:
Financial Life Planning
Social Security Planning
Career and Business Planning
Investment Management Services Based On Your Values
Your Own Secure Personal Financial Website
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.
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?