OUR MISSION
Financial planning. For all.
JayPlans was built around a simple belief: everyone deserves access to clear, unbiased financial advice.
In today's system, that isn't always the case. Access to meaningful planning is often tied to how much you have to invest, and the line between advice and product sales isn't always clear.
For many people, that means navigating important financial decisions on their own, or relying on guidance that may not be fully aligned with their best interests.
JayPlans was created to make financial planning more accessible, more transparent, and more useful - built around your life, not around selling you something.
With JayPlans, you get holistic financial planning, ongoing access to a dedicated financial planner, and smart tools to help you stay on top of your finances - all in one place, no matter where or how your money is managed.
The quality of financial advice shouldn't depend on how much money you have.
Technology should make advice more accessible, not less human.
JayPlans was built to combine the best parts of financial planning with the best parts of modern technology. Smart tools reduce friction, organize information, and make planning easier to understand. But the heart of JayPlans is still human advice, delivered without commissions, product sales, or pressure.
Better tools should help more people access better planning.
Human advice
Financial planning is personal. A real planner stays involved where judgment, context, accountability, and trust matter most.
Smarter tools
Technology helps organize information, explain tradeoffs, and make the planning process easier to follow between conversations.
No commissions
JayPlans does not earn commissions from the financial decisions clients make. The plan comes first.
No product sales
JayPlans does not sell investments, insurance, mortgages, or referral products. Advice is separated from product pressure.
Clint Graham
Clint Graham is the founder of JayPlans and brings over a decade of experience in financial planning and investment management.
As a CFA Charterholder and CFP professional, Clint has worked closely with individuals and families across a wide range of financial situations. Through that experience, he saw firsthand how difficult it can be for many people to access clear, unbiased advice.
That perspective ultimately led to the creation of JayPlans - a platform designed to deliver real financial planning without the complexity, cost, or conflicts that often come with traditional models.