We believe in the value of relationships.
Every client relationship is a partnership. Within our partnership, we will coach your financial future by understanding your needs of today while incorporating your goals for tomorrow into your financial plan.
Our proactive and responsive approach to clients’ inquiries and suggestions is well known. As you browse through our website, you will find all of the information you need to get started on this journey. There is useful information and financial calculators in our Financial Tools section for you to learn from. In addition, there are many links to external websites we feel will be of value to you during this process on our Links page.
Live Well Now & Always!
OUR STORY
We are your financial coach. Our role is to guide you and educate you in the very confusing every-changing world of financial planning. Your situation is unique and in order to have a successful relationship with you, we must work as a team with you as the final decision maker.
FINANCIAL TOOLS
Should I refinance my mortgage? How much do I need to save for my child’s college education? These are some of the questions posed by us on a daily basis.
CLIENT SERVICES
Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service that is beyond comparison. We have listed the services we offer to our clients, together with a brief description.
As your financial coach, our role is to guide you and educate you in the very confusing ever-changing world of financial planning. Your situation is unique. Therefore, we must work as a team to assist you to your final decisions.
We are proud of our years of experience in the financial industry. Our innovative, deliberate approach ensures you receive unique, custom-designed solutions serving you today and always. With over 30 years experience running our own company, we have a complete understanding of what it takes to run a business and how to remain adaptive to the rapid changes occurring in our world today.
Oftentimes, larger financial planning firms come to the table with plans and spreadsheets that are supposed to have all the answers. Financial planning is about people. But people’s lives don’t fit into cookie cutter molds. We consider ourselves your financial support system and provide a depth of service that respects the myriad circumstances of real life.
Our caring service is incorporated into every part of your financial planning process. The conscious service we provide, and the financial education you’ll receive, increases the probability of a successful financial plan now, during retirement and ultimately for your estate. Our firm focuses on being the team leader of your financial affairs while ensuring you learn and invoke the changes needed for you.
We take great pride in giving you the assurance that our personal assistance will move your financial affairs into a place of stability and predictability resulting in financial health and well being for you, our client.
OUR TEAM
Gloria Jones – ChFP, CHS, CLU, CPCA, RWM
Master Financial Advisor
Main Number: (403) 930-0228
gloria@mjfinancial.com
Gloria’s extensive education and many years of experience in the financial industry have equipped her with an innovative, practical approach to designing custom solutions for her clients. Her aim is to listen well to each of her clients so she may assist them with their unique situations in a conscious and effective manner. Through the operation of her own business, Gloria has acquired an unparalleled understanding of how to remain competitive and persistently aware of the rapid changes in our world today. Gloria values an open and personable approach to financial planning that fosters learning and security.
Paula Derouin
Executive Assistant
Main Number: (403) 930-0229
paula@mjfinancial.com
Paula is an Executive Administrator with 30 years of experience in the financial and energy sectors. Having been a business owner since 1996, she has extensive knowledge of owning and operating a small business, including retirement planning and exit strategies. Customer service is a top priority for Paula. When you work with MJFS, Paula is the initial and continuous contact during your relationship.