JATAJ Wealth Management

We specialize in providing "The Science of Investing and the Art of Living" for people who want to get their lives back. Our best clients are looking for simplification. They want a trusted partner that they can delegate some of the burden to, not only when it comes to their finances, but also to help them get more enjoyment out of the money they have and the life they are living.

Building wealth for wealth's sake is OK for some, but our best clients want more than that -- they want their money to help them create a life that means something -- something that is important just to them.

We have over 25 years experience providing traditional fee-only financial planning and investment management services to our clients. (That's the Science of investing part.)

Since 2005 we have been providing our best clients with the Art of Living part -- helping each and every one of them live a life filled with money and meaning. (See our affiliate JATAJ Life Planning for even more in-depth services for people who wish to focus only on the Art of Living.)

These are just some of the services we provide to our clients through JATAJ Wealth Management:

Values Based Cash Flow Planning
Risk Management
Investment Management using Nobel Prize Willing investment strategies
Tax Planning
Retirement Planning
Estate Planning
Charitable Planning
Meetings in person, by phone, or Skype
24/7 access to your financial plan, investment accounts, performance reports, and financial documents through our secure online portal
Copies of your Wills, Powers of Attorney, Tax Returns and any other important documents you would like at your fingertips as you travel stored securely in your very own private document storage area.
and more.......

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JATAJ Life Planning

Are you living the life of your dreams or do you feel something is missing in your life? Are you doing work you are passionate about or do you just "have a job."? Are you living "on purpose" or are you just trying to get through each day? Do you want more out of life than you are getting? Do you want deeper and more fulfilling relationships? Or maybe you just want to feel happier? If the answer to any or all of these questions is yes, then you have come to the right place!

Janet Tyler Johnson, published author, accomplished business owner, wife and step-mother, is living the life of her dreams and can help you do the same, and much sooner than you think! And if you don't know what the life of your dreams looks like, she can help you discover it and feel happier and more fulfilled than you ever have. Learn how to get your life back, reduce stress, gain more time in your days, and feel more positive and joyful each and every day.

The following services are available through JATAJ Life Planning. And be sure to sign up for our Free Newsletter today!

Coaching (one on one, by Skype or phone)
Workshops
Seminars
Books
Articles

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JATAJ Wealth Advisors Network

JATAJ Wealth Advisors Network is a "Conference Online" for independent RIAs. Just as with a traditional conference, by joining our network of like-minded independent advisors you will have access to the following:

An "Exhibit Hall" -- our Resources page filled with product and service providers that cater to the independent RIA
"Breakout Sessions" in the form of podcasts with experts in our industry
Articles written by some of the best and brightest
A "Bookstore" containing books written by and for professionals
A listserve that provides us a way to "Network" with each other to share ideas, best practices, or ask what others are doing
And, last but not least, coaching services (one on one by Skype or phone) with our founder, Janet Tyler Johnson, CFP®

From Janet: "Coaching is the one singular thing that allowed me to reconnect with my strengths, what I love to do, how to do more of it, and how to get paid for it. This has changed my life in so many ways for the better that I want to share the skills I have learned and the tools you can use to be happier and more fulfilled each and every day."

Janet Tyler Johnson, CFP® has built both small and large RIAs, independent and inside CPA firms, and now runs her own RIA based in Wisconsin but through technology from anywhere, any time, in any place! This was her dream -- what is yours?

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