- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Cash Flow and Budgeting
- Women\'s Financial Issues
- Advising Medical Professionals
Jacksonville, FL 32217
Carrie Jones is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
As Senior Planner at Life Planning Partners, Carrie Jones works with clients to help them make intelligent financial decisions, focusing on retirement projections and tax planning. She began her financial career in 1990 in the insurance industry. After working with several independent investment advisors in operations, investment research, and compliance, she decided to concentrate her career on personal financial planning. Since 2006, Carrie has been working directly with clients, offering financial guidance and investment counseling, ultimately earning the CERTIFIED FINANCIAL PLANNER designation and becoming a NAPFA-Registered Financial Advisor.
Carrie is on the board of the Financial Planning Association of Northeast Florida. She and her husband, Craig, have two boys and give their time to Boy Scout Troop 522 growing Eagle Scouts.