Own life’s big moments – and own your future

Long-term financial health often depends on how we manage the big moments. These are the life transitions we all face, like marriage, starting a business, receiving an inheritance, retirement or divorce. Our futures are shaped in these moments, and taking control when it matters most helps you keep control today – and tomorrow.

Times of change are times of opportunity

These moments can bring uncertainty and anxiety over your long-term financial health. But with an experienced, independent partner like JK Financial Planning, you can take control and feel truly confident in your future. We can counsel you with a comprehensive financial plan, or straightforward advice regarding a specific question.

We’re independent, informed and on-demand

We don’t sell someone else’s off-the-shelf solutions. We work for you, as needed, when needed. We’re on top of current legal and financial developments, so we can offer timely advice on:

  • Marriage
  • Paying for college
  • Divorce planning
  • Inheritance
  • New/lost job or raise
  • Retirement planning
  • House buying/selling
  • Loss of a spouse
  • New Child
  • Estate planning

Jeff-Kostis

Jeff Kostis, President

Certified and experienced, Jeff shares his insight to help educate each client.

  • CERTIFIED DIVORCE FINANCIAL ANALYST™, 2011
  • CERTIFIED FINANCIAL PLANNER™, 2008
  • CPA/PFS, 2008; CPA, 1995
  • Master’s degree in Accounting, University of Texas, 1993
  • Graduate of Bradley University, 1991