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The JWM Process

Our Four Step Process

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Discovery Meeting

Our chance to get to know you and your goals

Plan Meeting

Exploring how we can add value to your future.

Mutual Commitment Meeting

Making sure we have a good understanding of our relationship going forward.

Regular Progress Meetings

Reviewing progress and implementing changes if needed.

At Jonah Wealth Management, we provide assistance in the following areas:


  • Bonds
  • Common Stock
  • Education IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

<strong>Financial Planning</strong>
  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

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