Benold Financial Planning
Benold Financial Planning
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jordan Benold, CFP®, MBA
Financial Planning for Physicians and Healthcare Professionals | Offices near Austin and Dallas, TX
Jordan Benold is a fee-only financial advisor with offices located in the Austin and Dallas, TX areas and serving clients across the country. Benold Financial Planning provides comprehensive financial planning to help physicians and healthcare professionals invest wiser, minimize taxes, and optimize Income. Learn more about our services: Financial Wellness, Investment Management, Debt Management, Retirement Planning, College Planning, Tax Planning, and Insurance Needs Analysis
As a fee-only, fiduciary, and independent financial advisor, Jordan Benold is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jordan Benold comes from a family lineage of medical doctors. Both of his grandfathers and his uncle are physicians. His father is a physician as well; however, he is also a CFP®. After working in finance for 16 years in the mortgage industry, Jordan is proud to continue in the footsteps of his father by serving clients as a financial planner.
As a 9-year-old, his dad taught him his first financial lesson by opening his first savings account. Each month, his father would go over Jordan’s bank statement showing the interest he made. At age 21, he received what every 21-year-old wants… a traditional IRA. So, you could say smart financial decisions have been ingrained in him since a young age.
Jordan graduated from Texas Christian University in 2003 with a bachelor’s degree in Business Management. In 2009, he received a master’s degree in Finance from the University of North Texas. In 2019, he was accredited with the CFP® certification and joined his father at Benold Financial Planning.
He married his wife Jessica in 2009, and they have two children, Hadley and Lincoln. Jordan is an active member of Preston Trail Community Church in Frisco, TX. Through the years, Jordan has volunteered as a career and budget coach to the unemployed and financially unfortunate. Outside of the office, Jordan is an avid sports fan and roots for the TCU Horned Frogs, Texas Rangers, Kansas Jayhawks, and Dallas Cowboys. When Jordan is not chasing his kids around, he enjoys traveling with his family and eating Texas BBQ.
Jordan Benold 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.
Financial Planning Process
1. Schedule Consultation
The process begins with establishing a relationship between the client and Benold Financial Planning, with an informal initial consultation. Your financial planner will explain their financial planning services.
2. Plan Creation
You've gathered the relevant information, now it's time to analyze it and create a financial plan. The plan will include specific action points for your personal goals such as cash flow analysis. income tax planning,
With a plan in hand, both parties will carry out the recommendations thereby putting the plan into action. Various items may be carried out at varying time frames.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Physicians and Healthcare Professionals
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jordan Benold is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Jordan Benold is a NAPFA-Registered Financial Advisor
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.
Jordan Benold is a Member of the XY Planning Network
The 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.
Jordan Benold is a member of the Garrett Planning Network. Click here to learn more.
Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
Jordan Benold 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.
Jordan Benold is Quoted in InvestmentNews: "Father and son team build out niche financial planning for family physicians"
Jordan Benold is Quoted in InvestmentNews: "Clients are upping charitable giving in the wake of the pandemic"
Jordan Benold is Quoted on NextAdvisor: "What Are Dividend Aristocrats? These Are the 65 Dividend-Paying Stocks That Made the List in 2021"
Jordan Benold is Quoted on Adviser First Partners: "Investors flock to municipal bonds for yield and shelter"
Jordan Benold is Quoted in the Wall Street Journal: "The 6 Concepts You Should Know to Be Financially Literate"
Jordan Benold is Quoted on Money: "6 Investing Myths That Are Costing You Money"
Jordan Benold is Quoted on Insider: "10 pieces of advice financial planners give to new parents who don't know where to start"
Jordan Benold is Quoted in Financial Planning Magazine: "The tech investment squeeze"
Jordan Benold is Quoted in MarketWatch: "Opinion: Should you stick with emerging markets? Advisers weigh in"
Jordan Benold is Quoted on WTOP News: "What Is Mortgage Amortization?"
Jordan Benold is Quoted on Apartment Therapy: "Paying Just $90 More a Month on Your Mortgage Payment Could Save You Thousands"
Jordan Benold is a Member of the Financial Planning Association of Dallas Fort Worth
Benold Financial Planning is a Sponsor of the Texas Academy of Family Physicians
Contact Jordan Benold
130 N. Preston Road
Prosper, TX 75078
116 W. 8th Street
Georgetown, TX 78626