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JJ Sessions, CFP®

Partner/Sr. Financial Planner

Twin Cities

I have been preparing for my career as a financial planner all my life. As a high school senior, I once gave a speech on the benefits of compound interest. Though I started college with a desire to be a marriage and family therapist, I found that I could do more for people by helping them with their financial lives. Things like effective cash flow planning and life planning can have a profound impact on reducing the stress and conflicts in marriages that surround money. My primary responsibility as a financial advisor is to help individuals and families to achieve clarity on their financial and life goals, and work closely with them to accomplish those goals.

“Many go fishing all their lives without knowing that it is not fish they are after.” [Thoreau]

As a husband and father of six kids, many of my interests revolve around family time. With a lot of extended family in the Western US, my kids are raised as road warriors- the older ones having averaged more than one 2800 mile round trip excursion for every year of their lives. As an Eagle Scout, in my time off I enjoy catch-and- release fly fishing and emergency preparedness.

Credentials

Affiliations: Fee-Only Planning

Areas of Expertise: Cash Flow Planning

Education: BS in Family Social Science from the University of Minnesota

Memberships:

  • Financial Planning Association (FPA)
  • National Association of Personal Financial Planners (NAPFA)
  • Boy Scouts of America
  • LDS Church

 

My greatest extravagance (under $100):
Pocket knives. The philosophy of preparedness is deeply ingrained in me as an Eagle Scout. Knife construction and the types of metals that are used fascinate me. I have a small knife collection, and I am always carrying one.

Why I love what I do:
I love that I can help move clients from a place of uncertainty to confidence in their financial lives. If I can alleviate some of their money worries, clients are then free to focus on those things that are of most importance to them.

Most effective saving tip:
Automate your savings. Set an amount to be drafted the same time every month and let it build.

Favorite destination:
The mountains

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

50
Year Vision

Forward Looking

We make decisions with future generations in mind

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

100 Percent
Independent

Objectivity

We listen and keep an open mind

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