About Jace
I'm Jace Cox. I do financial planning for business owners and for families going through a major financial transition.
The work is mostly about order. When several decisions arrive at once, I help work out which one comes first, how each connects to the others, and what can safely wait. Then I stay with the plan as things keep changing.
How I work
Two things I hold to
Clients should understand what is being done and why, rather than feeling their finances sit inside a black box.
The work is an ongoing planning relationship, not a one-time transaction or a stock pick.
I also write. The Next Play is where I explain financial decisions in plain language, and it is the best place to see how I think before we speak.
Where
Who I work with, and where
I plan with business owners andfamilies in a major financial transition across theUnited States.
Get to know each other properly
A first conversation is the best way to find out whether we would work well together.
Schedule a meeting