Grow Your Wealth, Keep More Of It From Taxes, And Retire On Your Timeline (One Plan For Your Business, Investments And Real Estate)
Find Out Where Your Plan DriftsTake the 2-minute checkThe Page Every Plan Here Starts With
Statement Of Financial Purpose
What matters mostTime with family while the kids are still home.
What the money is forFreedom to step back from the business by 60.
What we won't tradePeace of mind, for a few more points of return.
Who we want to helpOur kids, our community, and the people who helped us.
An example. Yours is written in your own words.
Find Out Where Your Plan DriftsTake the 2-minute checkMore Income. More Accounts. More Taxes.
A business. Rental property. A 401(k), an IRA, a brokerage account.
Each one makes sense on its own.
But nobody plans them together. So taxes leak, and decisions collide.
(That's usually where the money goes.)
Complex finances don't need more products.
They need one plan.
How It Works:
Purpose
Your values, written down as a Statement of Financial Purpose.
Plan
The purpose becomes a plan with specific action items.
Coordinate
Incomes, business interests, real estate and estate needs, handled as one.
Built For Finances With Moving Parts:
Meet Jim Crider
Founder and CEO of Intentional Living Financial Partners, a fee-only fiduciary planning firm in New Braunfels, Texas, serving clients nationwide.
He works with individuals and families whose finances have several moving parts. And he hosts The Intentional Living Podcast.
But none of that matters unless your plan reflects what you value.
CRD #6703362. Check the background on BrokerCheck.
A Purpose For Your Money Should Outlive You.
Answer plain-English questions online. A licensed attorney (appropriately licensed) reviews every plan. Then Jim checks it against your accounts and beneficiaries.
Find Out Where Your Plan DriftsTake the 2-minute checkTypical documents shown. What you need depends on your situation.
Is Your Plan Working As One? Score It In 2 Minutes:
0 / 8
Tap an answer for each one.
Fair Questions:
"We're doing fine. Why change anything?"
Maybe you don’t need to. The check takes two minutes. If your money already does what you want, you’ll know.
"Do you only work in Texas?"
No. The firm serves clients nationwide.
"How is the firm paid?"
Fee-only. Paid by you, not by product companies.
"Who writes my legal documents?"
Not Intentional Living Financial Partners. A licensed attorney at The Succession Firm, a separate law firm, reviews your plan under its own engagement with you. Outside Florida, you are handled by appropriately licensed counsel or referred.
"What does it cost?"
That depends on your situation and the work involved. You get the fees in writing before you commit to anything.
Ten Years From Now, On Purpose
The money went where you meant it to. And you can say why.
Ten Years From Now, On Autopilot
Bigger balances, maybe. And a tax bill nobody planned for.
One page. Two minutes.
Your call.