Jace Cox

When the decisions start stacking up, I help you put them in order.

A first conversation, with a few short questions as part of scheduling so we start with your situation.

Credentials and public record

CFP® professionalCertified by the Certified Financial Planner Board of Standards.Verify with CFP Board (opens in a new tab)
Investment Adviser RepresentativeWith Backbone Planning Partners, an SEC-registered investment adviser.View the public record (opens in a new tab)
Series 65Passed the Uniform Investment Adviser Law Examination.

Two kinds of situation, one way of working: put the decisions in order and keep the plan moving with you.

For owners

Your company and your household draw on the same money and the same years. Growth, how you pay yourself, a future sale: one plan, not three.

For families

Retirement, an inheritance, a career change, the sale of an asset or a business. The decisions are arriving faster than you can sort them.

How the planning runs

When a lot changes at once, the useful question is rarely what to do. It is what to do first.

A sale, a death in the family, a new role, a retirement date. We start with the event itself and everything it touches.

Some decisions have a real deadline. Many do not. Knowing which is which takes a lot of the pressure off.

Business and household, saving and spending, this year and the years after it. A decision in one place usually moves something in another.

The work is an ongoing planning relationship, not a one-time transaction or a stock pick. The plan is revisited as your life keeps moving.

Writing

My writing on financial decisions, in three formats. It is the easiest way to see how I think before we ever speak.

Scheduling includes a few short questions, so our first meeting starts with some context about your situation.