Financial Planning, Investment Management and Education
Young career. Later career. New parent. Retiree. Divorced. Widowed. Student. No matter your stage in life, you have expenses to cover, risks to protect, and goals to achieve.
A strategic financial plan helps you take fuller advantage of life’s opportunities and overcome its challenges more easily. I'm Jocelyn Black Hodes, and I’ll help you clarify and prioritize your current needs and future goals, identify what financial tools make sense to utilize while minimizing cost, risk and taxes, and then together, we'll implement a personalized, comprehensive financial plan supported by extensive analysis, research and realistic projections.
As a fee-only financial advisor, I abide by a fiduciary responsibility to only make recommendations in my clients' best interests. I don’t accept commissions, sell products, receive referral fees, or answer to a particular investment firm, so I can advise you free of conflicts. My services are offered for a flat-fee with no investment minimum or catch.
Choose A Plan That Fits Your Needs
Financial clarity, without the fog of hidden fees, minimums and motives.
An education-focused approach and customized financial wellness programs for employees and groups.
Comprehensive, personalized, goal-based financial planning for all stages of life.
Action plan assistance, regular plan reviews and ongoing support to ensure your financial progress over time.
“I am dedicated to providing a refreshingly different financial planning experience.”
I want a comprehensive, customized financial roadmap and action plan.
I'm looking for specific financial guidance or education for my employees or members.
I prefer to be hands-off with my investing and want it done for me.
I want ongoing support and guidance without worrying about time spent.
| 505 554 2329