Certified Financial Planner™, Accredited Investment Fiduciary™
Since 1983, I have been helping individuals and families simplify and demystify the world of money. I help clients learn the language and mechanics of money and assist in determining or re-setting life priorities. Your money and earning power are, after all, tools to be used to realize your life's purpose. This approach is called "life planning."
My purpose in life and in business is to help heal and repair a world where corporate and personal "profit at any cost" has seriously impinged upon our planet's sustainability. As a financial planner and investment adviser, I am compelled to offer my clients socially responsible and environmentally sound investment options.
Free Get-Acquainted Meeting
I offer a free one hour "get-acquainted" meeting. After reviewing some basic information you have provided in advance, I listen deeply, ask probing questions, and learn about your goals, dreams, desires, and your relationship to money. This time is also your opportunity to interview me and determine if you want to work with me, or not.
The financial planning and asset management services I offer are built on the concepts of "thriveability" and "interdependence."
Financial Planning Services
As an investment advisory representative of First Affirmative Financial Network, I work with you to develop investment objectives based on your financial plan, risk tolerance, and personal values, and I work with the investment professionals at First Affirmative to design investment portfolios to meet your specific needs. First Affirmative provides investment management and performance reporting. I meet with you at least annually, review performance reports, and monitor progress.
I am a "fee-only" financial professional. You can contract for financial planning on a one-time, as-needed, or on-going basis. Though tightly integrated, planning fees are separate from fees for managing investment assets, which are based on a percentage of the assets under management in your account(s). I receive no commissions, referral fees, or payouts from insurance companies or other entities for services I provide to you. Fees are agreed upon in advance and fully disclosed.
Jim Frazin is an Investment Advisor Representative of Communitas Financial Planning, an independent, California-based Registered Investment Advisor. FINRA organization #157708. Communitas, First Affirmative, and Garrett Planning Network are not affiliates or subsidiaries of each other.
The credentials CFP® and AIF® listed above bear trademarks.
©2018 Folio Financial, Inc. All rights reserved. Discretionary investment advisory and model management services are provided by First Affirmative Financial Network, LLC, a registered investment advisor (SEC# 801-56587) that specializes in sustainable, responsible, impact investing.