Jorie Johnson
CFP®
Financial Futures LLC
Founder and Financial Advisor
Jorie Johnson
CFP®
Financial Futures LLC
Founder and Financial Advisor
At Financial Futures, we specialize in partnering with our clients to help them identify and take the necessary steps to achieve their financial goals. - Jorie Johnson, CFP®
Fee-Only financial planner and investment advisor located in Brielle, NJ, serving clients locally and across the country
Jorie Johnson is a Brielle, NJ fee-only financial planner. Financial Futures LLC provides comprehensive financial planning, investment management and retirement planning to help individuals and couples organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jorie Johnson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jorie Johnson founded Financial Futures in 2004 with the mission of establishing a financial planning firm that focused on developing long-lasting relationships with its clients using a fee-only fiduciary model that puts a client’s interests first.
After graduating Boston College with Honors, Jorie spent the first ten years working in corporate finance for Prudential, Granite Partners and Lenox. While corporate finance was interesting, she wanted to lead a more impactful life by helping individuals make good financial decisions rather than large corporations. The commission driven investment broker model of financial planning did not fit with Jorie’s goal of providing fiduciary advice, so she started her own firm.
She resides at the Jersey Shore with her family and their Portuguese Water Dog, Winston, and enjoys boating, reading, Broadway musicals, and traveling.
Jorie Johnson 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 Futures is a fee-only financial planning and investment management firm located in Brielle, New Jersey and serves clients nationwide.
Our mission is to give you peace of mind regarding your finances and to advise and guide you through making the on-going financial decisions in your life as you and your family grow and change.
With over 30 years of combined financial and tax planning experience, we know that talking about money can be overwhelming. Sometimes the hardest part is getting started. Whether you are close to retirement or at a point in your career where it is time to start making your financial future a priority, we are here to help guide the process. We work with individuals, families, entrepreneurs, and small business owners. Our mission is to help you make the best financial decisions for your goals and live your best life.
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Financial Futures - Welcome
Financial Futures is an independent, fee-only personal financial planning and investment management firm. We are compensated solely through direct fees paid by our clients. We do not accept commissions or any payments from brokerages, custodians, attorneys, insurance agents, or mutual fund companies. This fee-only structure allows us to deliver objective advice -- unencumbered by product-driven commissions and uninfluenced by outside compensation sources. Financial Futures does not sell any products -- only our services.
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Financial Futures - About
Our mission is to give you peace of mind regarding your finances and to advise and guide you through making the on-going financial decisions in your life as you and your family grow and change.
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Financial Futures - Our Philosophy
Our mission is to give you peace of mind regarding your finances and to advise and guide you through making the on-going financial decisions in your life as you and your family grow and change. To help our clients achieve their financial goals. To ensure that our clients are financially prepared for life uncertainties. To provide our clients with peace of mind regarding their financial situation. To improve our clients understanding of the financial markets.
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Financial Futures - Our Process
We begin with a complimentary introductory meeting to discuss your goals and concerns and Financial Futures' philosophy and approach to financial planning and investment management. Once you decide to engage Financial Futures, the data gathering phase begins. We discuss and gather specific information pertaining to your current financial situation and your financial goals.
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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Jorie Johnson 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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Jorie Johnson 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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Jorie Johnson 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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Jorie Johnson is a Member of The Estate Planning Council of Central New Jersey
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Jorie Johnson is Quoted in the Wall Street Journal: "When Clients Get Divorced"
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Jorie Johnson is Quoted in the New York Time: "Reasons Not to Refinance a Mortgage"
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Jorie Johnson is Quoted on Yahoo Finance: 'How Much Can Removing One Negative Item Raise Your Credit Score?"
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Jorie Johnson is Quoted on CNN Money: "Ask the Experts"
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Jorie Johnson is Quoted on Business Insider: "11 frantic questions financial advisers get all the time"
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Jorie Johnson is Quoted on NBCNews.com Personal Finance: "Words of Wisdom for the Young Investor"
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Jorie Johnson Provided Content for CUNA Financial Resource Center's Article: "Family Loans: Proceed With Caution"
Contact Jorie Johnson
Office Locations:
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1027 NJ-70
Suite 201
Brielle, NJ 08730
