Intentional Living Financial Planning
Align your money with what is most important in your life. Fee-only fiduciary financial planning in New Braunfels, Texas — serving families across the state and nationwide.
About Your Advisor
As a CERTIFIED FINANCIAL PLANNER™ practitioner and founder of Intentional Living Financial Planning, Jim helps individuals and families align their wealth with what truly matters to them.
Jim believes that money is a tool — not a goal — and that the best financial plans are built around the life you want to live, not just the numbers on a spreadsheet. Your money is simply a resource to help you do what is important in your life.
Based in New Braunfels, Texas, Jim lives with his wife Kendra and their four children: Atticus, Asher, Arlo, and Adeleine.
We provide personalized financial planning for individuals and families with $2M–$6M in investable assets — helping you align your wealth with what truly matters.
How It Works
It starts with a free 15-minute call so we can hear what you have going on and see if we can help. If there’s a fit, we meet for an hour to go deeper — learning what ideal help looks like for you, answering your questions, and making sure we’re both confident this is right. If we’re not the right fit, we’ll point you to someone who is.
Before we talk numbers, we send you three questions. They’re not about your tax returns or mutual funds — they’re about who you are, what you value, and what you want your life to look like. That homework becomes the foundation for everything. From there, we map out your full financial picture — cash flow, balance sheet, benefits, insurance, estate — and build a simple, actionable plan. Not a 50-page binder. A few clear pages: what you value, your goals, your current situation, and specific action items.
This is where most advisors stop. We don’t. We set 30-minute sprints to work through each action item together. Then we meet proactively every February and August — not as a cap on how often we talk, but as an accountability measure to make sure progress is happening. In between, we’re available whenever life and money decisions come up. See a duplex you’re interested in? Call us. Open enrollment at work? Send us your benefits guide — we’ll read it and help you elect the right options. We’re regularly running analysis in the background and reaching out when something needs attention.
What We Do
For Families Desiring Early Financial Independence
Comprehensive financial planning for those who want to live life on their own terms. We help you build a roadmap to financial independence so you can focus on what matters most.
Learn More →Helping Business Owners Navigate From Build to Exit
Strategic financial planning for the full business lifecycle. From startup cash flow to exit strategy, we ensure your business wealth translates to personal wealth.
Learn More →For Your Retirement and Lasting Generational Impact
Retirement planning with multigenerational wealth transfer in mind. Build a legacy that reflects your values and provides for generations to come.
Learn More →Who We Serve
Confidently transition into retirement with a plan that sustains your lifestyle for decades. We help you navigate income planning, Social Security optimization, and multigenerational wealth transfer so your legacy reflects your values.
Navigate the complexities of business ownership while building lasting personal wealth. From startup cash flow to exit strategy, equity compensation, and executive benefits — we ensure your business success translates to personal financial freedom.
Accelerate your path to financial independence with strategic, intentional planning. We help you build a roadmap to live life on your own terms — so you can focus on what matters most, sooner.
The Intentional Living Difference
| Intentional Living FP | Generalist Advisors | |
|---|---|---|
| Retirement projections and income planning | ||
| Custom investment management | ||
| Tax-loss harvesting and rebalancing | ||
| Values-first planning — your plan starts with what matters to you, not a product | ||
| Tax planning integrated with investment strategy | ||
| Business exit and entity structure planning | ||
| Coordination with your CPA, estate attorney, and other advisors | Rarely | |
| Advice across all assets — not just what we manage | ||
| Social Security optimization and pension elections | ||
| Real estate strategy including 1031 exchanges | ||
| Benefits and open enrollment planning | ||
| Proactive guidance when we see opportunities — new tax laws, business strategy ideas, nontraditional investments, and more | ||
| Bitcoin consulting as part of your financial plan |
What Clients Say
“Jim’s first questions had nothing to do with finances, as he genuinely wanted to get to know us and establish a personal connection first. He started by asking what our life goals were and what was important to our family. He then helped us adjust our finances according to our answers. Most importantly, he and his team always make sure we are on the fast track to financial freedom, without having to sacrifice living in the present!”
Brett and Kate
Verified Client • WealthTender
“They don’t just focus on numbers — they focus on what matters most to you. Their team sees money as a means of creating value, which looks different for every family, and they take the time to understand your goals before giving advice. What really sets them apart is their holistic approach — they coordinate with accountants, attorneys, and other professionals to ensure every piece of your financial picture works together.”
Vaughan
Verified Client • WealthTender
“Jim approaches financial planning on a truly individual basis, taking the time to understand my personal goals and dreams. His management of my account has provided both clarity and confidence, giving me the reassurance that my plans are not only possible but sustainable. I highly recommend Jim and Intentional Living to anyone seeking not just financial management, but a trusted partner in building the life they want.”
Sabrina Davis
Verified Client • WealthTender
“I’ve had an opportunity to work with two other financial advisors, people I trust and hold in high regard. At the end of the day, I still felt I was not a great fit for their practices. Immediately, Jim’s approach has been one of patience. Most importantly, Jim has anchored our relationship around my goals and the goals I have for my family; doing so without judging how we want to get there. He’s truly a partner, not a vendor.”
Michael Hoy
Verified Client • WealthTender
“Reaching out to Jim was truly a life-changing decision. His guidance, strategy, and patience in explaining every step gave us the confidence to make the right financial moves. Jim doesn’t just give cookie-cutter advice; he takes the time to understand your goals and puts together a plan that actually works. We’re incredibly grateful for his expertise and the lasting impact he’s had on our financial future.”
Jeremy and Catie S.
Verified Client • WealthTender
“Intentional Living is the real deal — knowledgeable, genuine, and truly invested in your goals more than just financially. They take the time to understand what matters to you and keep you accountable every step of the way. I’ve made more progress with their help than I ever thought possible. Highly recommend!”
Summer
Verified Client • WealthTender
Reviews are from verified clients on WealthTender. No compensation was provided for these reviews. Individual experiences may vary. Past performance is not indicative of future results.
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Free Assessment
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Schedule a complimentary 15-minute conversation to discuss your financial priorities. No pressure, no sales pitch — just clarity.
Fee-only fiduciary • No commissions • Always on your side of the table