JJ Sessions
CFP®
The Planning Center
Sr. Financial Planner
JJ Sessions
CFP®
The Planning Center
Sr. Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - JJ Sessions, CFP®
Fee-Only financial planner located in Fresno, CA serving clients locally and across the country
JJ Sessions is a fee-only financial planner serving both the Fresno, CA and Minneapolis, MN areas. The Planning Center provides comprehensive financial planning services, research-based portfolio management, and tax preparation to help individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, JJ Sessions is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
JJ Sessions is a fee only financial advisor at The Planning Center located in Maple Grove, MN.
I have been preparing for my career as a financial planner all my life. As a high school senior, I once gave a speech on the benefits of compound interest. Though I started college with a desire to be a marriage and family therapist, I found that I could do more for people by helping them with their financial lives. Things like effective cash flow planning and life planning can have a profound impact on reducing the stress and conflicts in marriages that surround money. My primary responsibility as a financial advisor is to help individuals and families to achieve clarity on their financial and life goals, and work closely with them to accomplish those goals.
As a husband and father of six kids, many of my interests revolve around family time. With a lot of extended family in the Western US, my kids are raised as road warriors- the older ones having averaged more than one 2800 mile round trip excursion for every year of their lives. As an Eagle Scout, in my time off I enjoy catch-and- release fly fishing and emergency preparedness.
Credentials
Affiliations: Fee-Only Planning
Areas of Expertise: Cash Flow Planning
Education: BS in Family Social Science from the University of Minnesota
Memberships:
- Financial Planning Association (FPA)
- National Association of Personal Financial Planners (NAPFA)
- Boy Scouts of America
- LDS Church
JJ Sessions 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.
The TPC Process
We believe that all financial decisions are emotional decisions, and in order to make more effective decisions, everyone needs an objective third party to talk about life and money. The Planning Center provides a safe place for you to discuss what matters most to you and your family with a team of trusted financial advisors. Our goal is to help you make better decisions as you navigate life's transitions and guide you toward the life you would like to have.
What To Expect
Our financial planning process begins with you. We'll organize your current financial situation and set expectations and goals unique to your perspectives and wishes. With this shared understanding, we can discuss strategies and tactics to achieve your goals together.
Build Confidence In Your Financial Future
We believe that your wealth and life should be in balance. No matter what stage of life you are in, you are impacted by these eight financial categories detailed on our services page. We will work with you to address issues and identify opportunities to track and grow your progress toward better wealth life balance.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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JJ Sessions 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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JJ Sessions 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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JJ Sessions 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.
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JJ Sessions is a Money Quotient Trained Financial AdvisorMoney Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.
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JJ Sessions is Quoted on The Buisness Journal Blog: "BE LIKE THE ANT IN PLANNING FOR YOUR FINANCIAL FUTURE"
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JJ Sessions is Quoted in the Quad City Times: "Planning Center reaches out to new generation"
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JJ Sessions is Quoted in Forbes: "6 Ways to Survive a Financial Rough Patch"
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JJ Sessions is Quoted in the New York Times: "Why You Avoid Your Most Important Financial Task"
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JJ Sessions is Quoted in the StarTribune: "3 Buckets, 1 Financial Future"
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JJ Sessions is Quoted in MarketWatch: "Bad with money? Tell me about your mother."
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JJ Sessions is Quoted on BBC: "Family values: How to pay for a large family"
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JJ Sessions Contributes to Design With Success: "The Secret Of Successful Saving And Investing"
Contact JJ Sessions
Office Locations:
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7473 N Ingram Ave
Ste 107
Fresno, CA 93711 -
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
