Why Choose KJM

KJM Financial has been assisting families in making their financial dreams come true since 1988. One specific area of expertise is college planning. Our services are comprehensive and include assisting students and parents navigate the college process. For the student, this includes sessions with our certified college counselor to discuss the student’s strengths, majors and careers, developing an appropriate list of colleges based on the student’s parameters, resume development, SAT/ACT prep, application review, essay review, and mock interviews, if necessary. Simultaneously, we also work with parents in discussing the financial side of the process, which includes the best plan to cover the cost of college. This ensures that students have a varied, but appropriate list of colleges, at a price-point that makes sense for the family’s budget. Additionally, we assist families in receiving as much financial aid as possible, provide tools in order to invest wisely for maximum efficiency, and assist with the financial aid documents necessary for the college process.

Each of the above tasks requires detailed input from our clients. This allows us to customize a program to achieve the most beneficial outcome. Keep in mind that our work is not limited to college planning. We also work with small firms and professionals in all areas of financial planning. This allows us to be global in our view and approach, tying all areas together.

At KJM, our approach is family oriented. We believe in what we do and enjoy assisting families in achieving their goals! Our hope is that you take the time to get to know us. This process begins with attending one of our free educational presentations. Our approach is to educate families so that even if they do not pursue a one-on-one relationship with us, they can leave feeling that they learned something valuable about the college process. If you are unable to attend one of our informative sessions, please reach out to us to schedule a complimentary one-on-one consultation. We look forward to meeting you and having you join our KJM family!