About
About Me
L.J. Jones, CPA & CFP®
“I want to make the right decisions but I don’t have time to figure it out on my own.”
“Can you help me with my student loans? This is more complicated than I thought it would be.”
“How do I invest? I know it’s important but I don’t know the best way to do it and I don’t want to mess it up.”
Have you said any of these before? You’re not alone. I heard them from many of the lawyers I met throughout my wife’s time in law school and her legal career.
As a CPA and someone who has worked in financial planning, I have seen young people overwhelmed about managing their personal finances. I’ve also seen people near retirement who unfortunately didn’t make good financial decisions and now have to modify their future lifestyles. I hate seeing people not achieve everything they want in life because they can’t afford their dream lifestyle — so I set out to change that.
My mission is to help young lawyers establish a strong financial foundation early in their careers. So I created the Developing Financial Process. It identifies what’s most important to you, analyzes your current situation, builds a comprehensive plan, implements it, and adapts it as your life changes — while educating and empowering you throughout.
If you want to read more about my mission and why I love working with young lawyers, read my post on Why I Became a Financial Planner.
A Little Beyond the Numbers
I practice what I preach
I believe everyone should live their dream life without worrying about their finances. When I’m not working, I’m out living it.
Explored across the country
And always planning the next trip
How I spend time outside of work
Texas Longhorns, always
My Family
Who I’m doing it for
We go camping, spend time at the beach, and visit friends and family as often as we can.
- JillianMy wife
- GeorgiaOur child
- DenaliOur dog
Schedule a Complimentary Meet & Confer
It’s the first step toward confidently living the lifestyle you dream of.