Who We Are: The Firm that Cares About Who You Are
Jones Strategic Financial Planning LLC, serving Broomfield and the greater Denver area
You may have read Jones Strategic Financial Planning LLC founder Kim E. Jones, CFP® in the Denver Post, Chicago Tribune, Rocky Mountain News, Boulder County Business Report, Broomfield Enterprise, Financial-Planning.com, Journal of Financial Planning and Military Officer magazine, or have seen her any number of times on NBC's Denver Channel 9 Moneyline9 News; she contributed to the popular "For Dummies™” series, Investing in an Uncertain Economy for Dummies. Kim fights financial illiteracy by making information available, and believes that financial planning is for all, not just the affluent.
"Providing financial education and advice is my solemn mission; I want my clients to set their financial house in order, and obtain personal freedom.”
— Kim E. Jones, CFP®
A Holistic Approach
You are more than your finances, and we want you to tackle your goals with all your resources – heart and mind included. Kim’s study of financial markets, investor psychology, and human nature distinguish the work you will do together. Your finances will be addressed considering your unique situation, and person.
Kim E. Jones, a CERTIFIED FINANCIAL PLANNER™ for over 25 years, is a Registered Investment Advisor in CO, bringing to her clients her diverse experiences within established financial corporations. Her education includes degrees and certifications through The Colorado College and the College for Financial Planning in Denver. Launching her career within accomplished wealth management firms, she advanced to specialize in tax reporting, corporate training, and investor services at a major mutual fund company. Now, she incorporates her comprehensive knowledge to advise individuals to financial success.
Kim believes in empowering her clients’ rich lives, even as she attends her own. With one son an officer in the Unites States Air Force and another living and working in Denver she treasures time with them, her grandsons, and her husband. She is enthusiastic about travel and is an avid reader, hiker, civic group participant, and theater and ballet devotee.