YOUR MONEY WELL MANAGED SETS YOU FREE

EXPLORE

WHO I AM

I’m Jamie Singleton, a CPA and financial planner.  I grew up in Jackson Mississippi and moved to Tennessee the summer before my junior year of high school.  I now live in Pleasant View, TN with my wife Amy and our children Carter, Caroline, and Kate.  I graduated from Ole Miss with a Bachelors of Accountancy and from Belmont University with a Masters of Accountancy, and have spent the last 15 years building an extensive financial planning practice.  Read more…

HOW I WORK

1. DISCOVERY

We start with a complimentary first meeting or phone call to get to know one another and explore how we might work together. We then explore your personal and financial goals, needs, and priorities.

2. STRATEGY

Once we have gotten to know you, we will develop an investment strategy tailored to your unique needs. The strategy will be part of a comprehensive plan that we recommend for long term success.

3. IMPLEMENTATION

Time to take action. We implement the plan through organization, constant communication, product selection, and professional referrals. Our goal is to make this process quick and easy for you.

4. MONITOR

Things change, so we continually monitor and update the plan.. When we discover that your plan or investment strategy needs updating, we will act quickly to make adjustments.

HOW TO REACH ME