JK Financial Planning Affiliations

JK Financial Planning, Inc. is a proud member of the following financial planning organizations and adheres to their standards of professional excellence and integrity:

The Certified Financial Planner Board of Standards is a professional regulatory organization that promotes ethics, integrity and professional standards in personal financial planning. Learn more at www.cfp.net

The National Association of Personal Financial Advisors is the largest professional association of comprehensive, Fee-Only financial planners in the United States. Learn more at www.napfa.org

The Garrett Planning Network is an international affiliation of Fee-Only financial planners dedicated to serving people from all walks of life. Learn more at

The CDI – Collaborative Divorce Illinois is an interdisciplinary group of divorce professionals dedicated to helping Illinois families divorce with dignity and respect. Learn more at https://collaborativedivorceillinois.org/

Collaborative Divorce Illinois Fellow 2021

CPAs who earn the AICPA’s Personal Financial Specialist (PFS™) credential badge specialize in financial planning with individuals, families, and business owners, through all the ins and outs of life. Badge holders advise and assist clients in planning the areas of their lives, such as taxes, investments, estates, retirement, and insurance. Credential holders commit to continued development in these areas as well as charitable, elder, college/education, and employee benefit planning. Learn more at www.youracclaim.com

AICPA's Personal Financial Specialist (PFS™)

Call or email Jeff today to learn more or schedule a complimentary, no obligation Get-Acquainted meeting.