Jason Howell
Family Wealth Adviser and author of JOY of Financial Planning
Description
Jason Howell is President of Jason Howell Company (JHCo.), a family wealth management firm that strengthens the focus and finances of families making the transition from first generation to family wealth. His vision is a world where families grow closer together, give generously and govern themselves in ways that enrich their local communities. Jason Howell is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered SRI Counselor™ and a Certified Private Wealth Advisor® professional. He is a former U.S. Congressional candidate and has been recognized as a TOP Wealth Adviser by WASHINGTONIAN Magazine, Investopedia 100 Top Financial Advisor and Northern Virginia Magazine Top Financial Professionals. He is the author of JOY of Financial Planning: 7 Strategies for Transforming your Finances and Reclaiming your American Dream.
Suggested Questions
- How do you define "investment philosophy" and what approach do you advocate for?
- What are the key considerations when choosing life insurance coverage?
- How has the evolution of federal income tax affected financial planning?
- What are some key factors to consider when planning for long-term care?
- How can families harmonize their financial lives with their daily lives?
- What motivated you to write "Joy of Financial Planning"?