Own life's big moments - and
own your future.
Long-term financial health often depends on how we manage the big moments. These are the life transitions we all face, like marriage, starting a business, receiving an inheritance, retirement or divorce. Our futures are shaped in these moments, and taking control when it matters most helps you keep control today – and tomorrow.
Times of change are times of opportunity.
These moments can bring uncertainty and anxiety over your long-term financial health. But with an experienced, independent partner like JK Financial Planning, you can take control and feel truly confident in your future. We can counsel you with a comprehensive financial plan, or straightforward advice regarding a specific question.
We're independent, informed and on-demand.
We don’t sell someone else’s off-the-shelf solutions. We work for you, as needed, when needed. We’re on top of current legal and financial developments, so we can offer timely advice on:
|
Marriage |
Paying for college |
Divorce planning
|
Inheritance |
|
New/lost job or raise |
Retirement planning
|
|
House buying/selling |
Loss of a spouse |
|
New Child |
Estate planning |
|
 |
 |
|
Jeff Kostis, President
Certified and experienced, Jeff shares his insight to help educate each client.
|
• |
CERTIFIED DIVORCE FINANCIAL ANALYST™, 2011 |
|
• |
CERTIFIED FINANCIAL PLANNER™, 2008 |
|
• |
CPA/PFS, 2008; CPA, 1995 |
|
• |
Master’s degree in Accounting, University of Texas, 1993 |
|
• |
Graduate of Bradley University, 1991 |
|
 |
|