Stay on Track - Defining a Strategy Moves You Forward
With a strategy in place, you can rest assured that you're still working toward your goal, no matter what happens along the way.
— Michael Liersh, PhD, Global Head of Wealth Planning & Advice at J.P. Morgan
Planning Can Help You Handle Changes
There are some things you can anticipate, but even for the things you can’t, a strategy can help keep your goals in sight.
Gain Confidence - Acknowledging Where You Are Helps You Set Realistic Goals
Take some time to consider how you feel about your current financial situation, and you'll feel more confident moving in a new direction.
— Christian, Chase Private Client since 2015 †
How confident do you feel about your financial future?
Click to explore the different levels of confidence.
Here are a few things to think about as you start to get ready for your first meeting with your advisor.
How do you feel about your financial and investment knowledge?
What is the number one thing you want your money to do for you?
Do you feel you have enough to accomplish what you’d like to?
How involved do you want to be in day-to-day financial decisions?
Access More Knowledge Insights for Private Clients
Access More Knowledge
J.P. Morgan insights and thought leadership provide timely market insights, information about retirement, and more.
The Bucket List: Can you fund your lifestyle—for life?
Will you be able to reliably provide for your lifestyle in any market cycle?
What does it mean to Plan Yourself Free?
Imagine having not only confidence when it comes to your financial future—but also a sense of freedom to live life on your own terms. That’s what you get when you work hand-in-hand with a J.P. Morgan Private Client Advisor to plan for what’s ahead. Leaving you to focus on the things that really matter to you.