Alison James
CFP®, PMP®
WorthWise Financial Partners, LLC
Owner and Financial Advisor
Alison James
CFP®, PMP®
WorthWise Financial Partners, LLC
Owner and Financial Advisor
As your financial planner, I help you turn your hopes and dreams into achievable goals. - Alison James, CFP®, PMP®
Fee-Only financial planner located in Houston, TX, serving clients locally and across the country
Alison James is a Houston, TX fee-only financial planner. WorthWise Financial Partners, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Alison James is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
At WorthWise Financial Partners, we believe that everyone needs a financial plan. No matter your net worth or your level of financial knowledge, we are ready to partner with you to turn your hopes and dreams into achievable goals. We specialize in helping families of all shapes and sizes juggle saving for college while planning for a secure retirement and enjoying a full life along the way. Because we want our clients to get started on the right path as early as possible, we offer free asset management for our planning clients that are just starting to build wealth. Your best interest and success is our only priority.
Alison James is a CERTIFIED FINANCIAL PLANNER™ professional and a Project Management Professional® with a degree in Economics and English from Rice University. Prior to founding WorthWise, Alison worked with large companies for over 20 years to help their employees protect their families and achieve financial goals through retirement and insurance programs.
Alison James is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
What We Do
Turn Wishes Into Plans
We start by learning where you are today. We talk about the hopes and dreams you have for your family. Then, we apply our decades of experience to create a roadmap to get you there.
Support You Every Step of the Way
The roadmap is just the beginning. We help you take action, monitor your progress, and course correct throughout life’s twists and turns. We’re not just your planner, we’re your partner on the path to achieving your dreams.
Put Your Needs First
We know it can be daunting to think about the future and find someone you trust to help you get there. We are fee only - no sales, no commissions, no conflicts. We are your fiduciary, meaning we are bound to always act in your best interest. At WorthWise, our only priority is you.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- College Education Planning
- Planning for a Second Home
- Maximizing Retirement Income
- Tax Strategies
Ideal Clients
- Young Professionals
- Growing Families
- LGBTQ Families
- Generation X
- Millennials
- "Sandwich" Generation
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales or Commissions
- Complimentary Initial Consultation
- Online Access to Your Plan
- Personalized Solutions and Service
Professional Designations & Affiliations
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Alison James is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Alison James is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Alison James is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Alison James is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Alison James
Office Locations:
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21175 State Highway 249
Suite 234
Houston, TX 77070
