Jim Wood, CFP^®, BFA^TM

 

I’ve been helping people manage their money for my entire career, first as a commercial banker for 13 years and now as a CFP® professional for the past 25 years.

I spend a lot of time traveling with my wife, Julie, to far-off lands and am always learning new ways to be an average golfer. I am a voracious reader, love to talk politics, and try to do crossword puzzles. I have two grown kids who have married well, and I have two perfect granddaughters and a grandson on the way.

I am a huge St. Louis City SC and Liverpool FC supporter.

The point of financial planning is to make your hard work and sacrifice meaningful. Money is a tool to help us give our lives purpose; it’s worthless if you don’t know how to spend it.  My job is to help you make plans to use your money, not worship it.