Can I Actually Work with Justin Goodbread?

work with Justin GoodbreadI know how hard it is to find that perfect match when it comes to working with a financial planner. Some advisors tend to make the financial world complicated. I’ve heard stories of clients feeling more confused after a meeting with an advisor than before it ever started. However, I have an entirely different philosophy. My goal is to simplify your life by simplifying your finances… both here on Financially Simple and in person with my clients.

Even more, few financial advisors know how to advise business owners. However, since I am a business owner, and have been since I was 15 years old, that’s my area of expertise. Plus, I now have a new certification that will really help business owners: Certified Value Growth Advisor (CVGA) status – a training that complements my years of experience helping businesses grow to the maximum value.

As a CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor, serial business owner, and now CVGA, I’m dedicated to destroying the complexities you struggle with when it comes to your money.

My Philosophy

It’d be easy to provide you with a fancy methodical approach to financial planning, but what’s the point. With the CFP® board’s proven process, I can and will help you find a financially simple path. I perform all of my consulting through my company Heritage Investors.

If you’re interested in stripping your budget down and setting off on a course of financial clarity, feel free to schedule a meeting with me for a complimentary interview.

Schedule a Meeting

Whether you are a current client, prospective client, or interested in speaking with me for other advice and insight, I’d be happy to schedule a time for us to talk!
Please note: if you are not yet a client, your meeting option is designated by the PINK .