Jim Woolley

Background

About Jim Woolley

Planning is bringing the future into the present so that you can do something about it now." —Alan Lakein, Author & Time Management Guru This quote encapsulates the job of a financial planner, which is to uphold each client's goals as the preeminent, imperative guide. I am passionate about helping people realize their dreams. Sound, long-term financial planning is the mechanism most people dismiss when dreaming about their future. Every dream is feasible—if you create a plan that connects the resources you have today with your vision for the future. I work with my clients to create goal-aligned money plans that fit their needs. I enjoy spending the necessary time educating my clients on the strategies designed to accomplish their goals. Together, we then implement these strategies using fiscally-sound—and when fitting, tailor-made—financial products and services. Clients say I have a knack for taking complicated financial concepts and products and making them easy to understand. I am zealous about ensuring that each client understands our work together because long-term success relies on this crucial kingpin. If my clients cannot explain their plan to a significant other, I take that as a personal failure. For info about my public speaking, see Public Speaker under the Experience section here. Lastly, check out this formidable disclosure required by my firm: Jim Woolley is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES Member FINRA, SIPC Mammoth Financial and United Planners are independent companies.