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Planning Process

We don't believe in cookie-cutter solutions. Every engagement follows a disciplined six-step process designed to understand your situation, your goals, and your comfort with risk before we recommend anything. We may adapt the steps to fit you, but the order never changes: goals first, products last.

Step 1: Review

We start by listening: your family, your career or business, your hopes, and the things that genuinely matter to you. The more we understand, the more precise and useful our guidance can be. This conversation is the foundation of every first meeting.

Step 2: Analyze

Together we identify and prioritize your objectives and set clear benchmarks. Most plans stall because people try to do everything at once or never attach a deadline. Breaking big goals into specific, dated targets lets us see what's realistic and what needs to be adjusted.

Step 3: Develop

Based on our analysis, we design a strategy and lay out the concrete steps to pursue it, in plain English, with the trade-offs explained.

Step 4: Coordinate

Your plan doesn't live in a vacuum. We coordinate with your CPA, attorney, and other advisors so every piece works together, and we can bring in our own specialists when needed.

Step 5: Implement

We help you put the plan into action, working closely with you and your other professionals to see it through.

Step 6: Monitor

Life changes, markets change, and tax law changes. We review your strategy regularly and adjust as needed so it keeps pace with your life.

Every step is built around one idea: you should understand your plan well enough to explain it to someone you love.

Jones & Co Process Wheel

Step one starts with a conversation.

No preparation required. We listen first, then build a plan around what matters to you.

Schedule a Meeting

Or start with a 15-minute intro call

Disclosure

Emanuel Jones Ii is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #4116640), CT, DC, FL, GA, IL, IN, LA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, RI, SC, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Emanuel Jones Ii is licensed and authorized to offer insurance in California, but Jones & Co Wealth Strategies, LLC may not be. For additional information on California licensure status, please click here.

Emanuel Jones Ii is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3655 Brookside Pkwy Ste 400, Alpharetta, GA, 30022, 770-294-0475. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, DC, FL, GA, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Emanuel Jones Ii is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, DC, FL, GA, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Jones & Co Wealth Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Jones & Co Wealth Strategies, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here

GET IN TOUCH

(770) 294-0475
info@jonesandcowealth.com
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OUR LOCATION

3655 Brookside Pkwy Ste 400

Alpharetta, GA 30022

  • ABOUT
    • Our Team
    • Strategic Alliances
  • SERVICES
    • Our Services
    • Individuals & Families
    • Business Owners
    • Investment Management
    • Insurance & Annuities
    • Planning Process
  • RESOURCES
    • Financial Calculators
    • Newsletter
  • CONTACT
    • Location and Contact
    • Schedule a Meeting
  • CLIENT LOGIN
    • Your Financial Website
    • Eagle Strategies
    • New York Life
  • Schedule a Meeting

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