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(610) 722-5948  (570) 826-1801

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How Prepeared Are You?

Critical Financial Events

The Jacobi Method playbook equips you with a process to proactively plan for both random and expected financial events.

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Resources

The Value of a Personal “CFO”

Chief Financial Officers (CFO’s) help manage the risks of a corporation. Individuals and Families also face significant financial risks, do you have a Personal CFO?

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Our Comprehensive

5 Step Process

Discovery

We invest considerable time in identifying your financial needs and learning your financial goals

Analysis

We provide a thorough analysis to determine if your current financial plan is meeting your needs or if there are gaps that need to be addressed

Customization

We craft strategies and solutions that fit your unique situation

Implementation

We take Action and create Accountability which leads to measurable Impact, what we refer to as AAI

Service

We demonstrate a deep commitment to responsiveness and pro-active monitoring of your plan

Discovery

We invest considerable time in identifying your financial needs and learning your financial goals

Analysis

We provide a thorough analysis to determine if your current financial plan is meeting your needs or if there are gaps that need to be addressed

Customization

We craft strategies and solutions that fit your unique situation

Implementation

We take Action and create Accountability which leads to measurable Impact, what we refer to as AAI

Service

We demonstrate a deep commitment to responsiveness and pro-active monitoring of your plan

Our Namesake

Carl Gustav Jacobi was a famous mathematician in the 1800’s who was often quoted as saying “Invert, always Invert”. At Jacobi Wealth Advisors, we believe that the solution to many financial problems can be found if the problem is expressed in the inverse through working backwards.

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To Learn More About The Jacobi Method and How We Can Help You Let’s Get Connected