About Focus Financial - Jay Ennis
HelpIng People Make Great Decisions about their Personal Finances
How I got Started
When I was graduating from college, I sat down with a pen and paper and made a list of the three most important things I wanted from a career.
First, I wanted to do something that would have a positive impact on people's lives. I knew that I did my best work and enjoyed the experience most when I was helping others.
Second, I wanted to do something that was interesting and challenging. Something that would keep me engaged and learning throughout my career.
Lastly, I wanted to do something that my family and I could benefit from. Specifically, I wanted to help my parents who had given me so much love and support.
Finding something that could have a real impact on people's lives, was interesting to me and challenge me to get better and, would also help me and my family felt like the perfect thing to do.
I'm happy to say that to this day, each of these three most important things still ring true for me. This is why I'm passionate about the work I do helping people make great decisions about their personal finances.
Personal Life
My wife, Courtney, and I have many interests including, travel, art, live music, cooking, bicycling, and taking walks. We are empty nesters who enjoy time with our children, family, and friends. We are active in our neighborhood and the broader community.
What I do
Over time I’ve developed a process for working with my clients designed to put them in the best position to succeed. The first step of that process is asking the right questions to get a picture of your financial situation and where you are today. The second is understanding what your goals are for the future. The third step provides an honest assessment of how attainable those goals are. Which goals are most realistic. Which are your priorities. The fourth step is to explore what actions you need to take to get there. Then finally, we have a conversation about how comfortable you are with those actions. Are they things you think you can do? How can I help you stay on track?
We’ll build on this conversation at every check-in. Having a tried-and-true formula like this provides a firm foundation so you know what to expect and can feel confident that we’re being thorough.
What you Can Expect
- I will take the time to get to know you
- I will use straight-forward language you can understand
- I will do my best to make your experience comfortable, easy and effective
- I will work to create real-life strategies for your unique goals
- I will explain and guide you through your options
- I will be accessible to you and easy to work with
- I will provide you with proactive service to help you gain greater confidence with your money
Education and Designations
- University of Iowa, Bachelor’s Degree, Communication Studies
- ChFC® – Chartered Financial Consultant®
- RICP® – Retirement Income Certified Professional®
- TPCP® - Tax Planning Certified Professional®
- ChFEBCsm – Chartered Federal Employee Benefit Consultantsm
Supported by Teams and Resources
I've developed the relationships necessary to support my clients. I leverage a number of different resources starting with the companies I work with including advanced planning professionals, insurance specialists, advanced technologies, services and the operational support they provide.
FOCUS FINANCIAL - Committed to providing the best client-oriented, independent financial advice. Being a part of Focus Financial means I have access to a network of over 100 advisors who specialize in various areas of financial planning with whom I'm able to collaborate.
OSAIC WEALTH - One of the largest networks of independent wealth management firms in the United States with more than 10,000 financial professionals.
Who I Serve
Executives, Professionals & Business Owners
For accomplished professionals who want to maximize returns, mitigate risks and not compromise on taxes
Nearing Retirement or Retired
For accomplished professionals and investors on the move who want something they can count on
Mid-Career Achievers & Busy Families
For those time-challenged professionals & overloaded parents who want financial plans for the generations
New Families and Young Adults just Starting Out
For underestimated investors & family startups who want to build habits that build wealth
Not Sure How to Get You Started? Use this questionnaire.
What Questions do You Have?
No matter your stage in life. Click the link below and a new window will open, download "Answering the Financial Questions that Count" to see a menu of timely resources. Check the boxes that you have questions about then hit the "CLICK HERE to E-mail your completed request" button to send it back to me.
CLICK HERE - Answering The Financial Questions That Count
It's free, there's no obligation, all your personal information will remain private, and you decide if you want to continue to get contacted by me.
Employers - Financial Education as an Employee Benefit
Find out how providing financial education can help your employees and your organization
Free Information and Resources to Get You Started
What Questions do You Have?
No matter your stage in life. Click the link below and a new window will open, download "Answering the Financial Questions that Count" to see a menu of timely resources. Check the boxes that you have questions about then hit the "CLICK HERE to E-mail your completed request" button to send it back to me.
CLICK HERE - Answering The Financial Questions That Count
It's free, there's no obligation, all your personal information will remain private, and you decide if you want to continue to get contacted by me.
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