What it's Like Working with Me
"The investment was 100% worth it"
"The pace with which we've been able to pay down debt has been far greater than I ever imagined it to be, while also finding money in our budget to do the things that we love. I would just say the investment was 100% worth it.."
- Mike & Sam T.
"Jackson saved us $7,000"
"Jackson helped us pay off a $45,000 car loan, and saved us $7,000 in credit card interest. It's made a huge difference for us, and we've had a great experience!"
- Tyrone & Stefany P.
"An amazing experience!"
"Jackson knows exactly what you need in the moment that you need it. Working with Jackson is an amazing experience!"
- Adam F.
"We're more aligned"
"In the past, my husband and I have not seen eye to eye in our financial situation. Having a mediator has given us a new perspective. We’re more aligned moving forward!"
- Preston & Liv M.
"I feel understood and heard"
"Jackson will make you feel understood and heard, and make you feel like you can get control of your finances!" - Braden L.
"Helped me get a job offer"
"Your support with the job interview process gave me a huge boost of confidence. That played a huge part in me getting a job offer from a very reputable Health Tech SaaS company. "
- Ziyu T.
"More than worth it"
"Jackson approaches financial coaching from a holistic standpoint. He helped me address the root cause of my relationship with money."
- Ben H.
"A big blessing in my life"
"Jackson has been a big blessing in my life. He breaks things down in a way that you can easily understand, then take action to apply it."
- Bryson C.
"Best ROI I've ever had"
"I started working with Jackson a few months ago and it’s probably the best ROI I’ve ever had on a product or service.
For a long time I tried managing my finances on my own and didn’t get very far. So, when I came to Jackson, I knew I needed a lot of help getting my financial household in order and having a real plan for being successful in the long term.
Fast forward 3 months and all of that has drastically changed. I’ve already accomplished a lot with Jackson’s guidance and feel more comfortable and certain than ever that I’m on the right path and I owe it all to Jackson. He is understanding, empathetic, and does a tremendous job with client education, arming me with the tools, systems, and knowledge I need to get ahead and build the life I truly want.
Super easy to work with and all around great human, if you’re like I was and have been thinking about working with someone to optimize your Financial picture, STOP WAITING! Shoot Jackson a message now and change your life for the better."
- Mitch U.
"We paid off $25,000 of student loans"
"Jackson went above and beyond as our financial coach. He was knowledgeable, encouraging, and tailored our sessions to our personal goals and needs. Not only did he help us align our financial goals as a family, he gave us tools to get there. He taught us practical steps in addition to helping us adjust our mindset around money.
With Jackson's guidance, we paid off $25,000 of student loans, are building our emergency fund, and are saving for a down payment on a house. Working with Jackson is one of the best things you can do for your financial well-being!"
- Travis & Grace P.
"Worth the investment and more!"
"My husband and I have been married for 5 years, and we’ve discovered finances are our hardest conversations and point of contention. My husband wanted to pursue his entrepreneur dream of starting his own business this year, and the financial conversations surrounding that decision were full of tension, frustration, and many different negative emotions. It was starting to affect our marriage in different areas.
Then, my husband found Jackson Larimer on LinkedIn. They had a phone consult, and a week later we had a Google Meet consult meeting all together. During that call, my husband and I knew it would be worth the financial investment and time to hire Jackson as our financial coach.
When I say Jackson transformed our marriage in only 8 weeks, I mean it! He quickly improved our communication with each other, brainstormed and gave us dozens of ideas to save money during a time of tight budgeting, and taught us more about the world of finances, which is setting our family up for success in the future. Without a doubt, I would suggest Jackson to friends, family, and anyone looking to understand their beliefs about finances, how to set themselves up for success by identifying their goals and dreams, and any married couples who find finances a point of tension in their relationship.
The practical exercises during calls and the action items given at the end of those calls have helped us tremendously. I understood my husband and the way he thinks, because we had a third party to listen, guide, and direct our conversations to better understand each other. My husband and I now see our goals as a team; and we have a better understanding of how to help each other reach those goals with kind and straightforward communication, tools Jackson has provided for us along the way, and a better understanding of how to make our finances work for us and not be at the mercy of our finances.
Jackson is worth the investment and more, and my husband and I will continue to sing his praises to all our friends and families!"
- Ryan & Elise W.
"Everything we were hoping for"
"Jackson was everything we were hoping for in someone teaching us how to invest. My husband and I have met with three different financial advisors before Jackson and repeatedly walked away uneasy and unsure about how to invest. When we found him on Linkedin, and we immediately recognized how his course was unique and special, as it teaches HOW to invest rather than having someone invest for you. Along the way he answered all our questions and was more than prepared for our meetings. He catered all conversation and lessons to our individual needs and since meeting with him we have gained so much confidence going forward as we start to invest. The most valuable takeaway was all that we learned about how to build long term wealth, and more importantly, how simple and easy Jackson made it to understand. I would hands down pay for this course again. To put it simply, it was like investing $10 and getting thousands back within 8 short weeks."
- Payden & Saige S.
"Jackson was fantastic!"
"Jackson was fantastic! My wife and I were already working on becoming better with our finances before Jackson reached out to us, but we wouldn’t be near where we are now had we not taken the time to meet with him. He helped coach us through some of our questions regarding life insurance and investment strategies. He also helped us sure up our budget and create money systems to support our long term goals. I would recommend him to anyone who is serious about getting their finances in order."
- Jared G.
"A thousand percent worth it!"
"Working with Jackson was truly a blessing for us. His attentive listening and thoughtful solutionsmade the experience seamless. Jackson's patience and unwavering focus during our financialcoaching sessions were commendable. The most valuable aspect of our coaching was Jackson's ability to uncover underlying beliefs about money that we were unaware of. By addressing these beliefs and offering strategies for change, he empowered us to make significant strides in our financial journey. Thanks to Jackson's coaching, we managed to pay off $3,300 in debt within just two months. Furthermore, we've expanded our economic horizons and gained clarity on where our money should be allocated. In terms of investment, it's without a doubt a thousand percent worth it!"
- Sione & Aleah L.
"Worth the investment!"
"Working with Jackson was very insightful! Initially going in we were unsure of all the possibilities that would come from this. We loved that he assigned "homework" for us to do. The most valuable part of working together was everything we went over with Jackson aligned with our goals in life. As well as we were physically learning and doing these things. We both agree that this was worth the investment and would encourage other couples to prioritize it sooner rather than later!"
- Sam & Jessie F.
"Jackson is a great partner!"
"We hired Jackson to help us get on a path of financial alignment of our values as a couple. We were so grateful for his thoughtful approach to helping us create a vision and motto for our family and the peace it created. Jackson is a great partner and advocate for our growth and is committed to equipping us with resources and sharing his personal journey to craft and enrich our coaching experience."
- John F.
"Jackson molds it to the individual"
"I was afraid of messing up our finances so my husband has completely handled our money. This weighed on his shoulders and put strain on our relationship because I felt like a child asking daddy for spending rights. Through homework assignments, Jackson helped us understand and then dismiss those negative belief systems.
He helped us catch a vision of where we are headed, and then he catered the rest of our discussions to that end goal. No two clients get the same help because he molds it to the individual. Living and offering in Abundance is our end goal. I’m grateful we now have the steps to achieve that together as equal partners."
- Destiny F.
"The results I've gotten have been amazing!"
"I chose Jackson because during the free call when we discussed my financial needs and goals, he was such a great listener, so informed, and no pressure! I knew he would help me learn new things while working on my financial goals.
The results I've gotten so far have been amazing. I feel more at peace being aware of my everyday finances and so full of knowledge knowing my future is bright with his guidance to help me decide what I feel is best for me! If I hadn't hired him, I would be worrying each day about my daily finances and unsure about my future. Do NOT hesitate to contact him and work with him. I highly recommend you do it now; no time better than the present and you will leave each meeting happy, wiser, and proud of what you accomplish!"
- Tatiana C.
"I deeply appreciated his expertise"
"Jackson is the quintessential player/coach. He is just as able to roll up his sleeves and do the dirty tactical work of budgets and data analysis as he is tax strategy or retirement planning. Deeply appreciated his expertise and thoughtful approach, highly recommend to anyone wanting to get a better handle on their finances, from a tactical to a strategic level."
- John L.
"I have more confidence"
"I chose to work with Jackson as a result of several life changes that required an experienced opinion to help me align my financial assets in a way that could help me achieve my financial and personal goals: move to a new apartment, travel for the holidays, grow my credit, find the ideal vehicle, etc. The results up to this point have helped me build more self awareness of how my emotions influence my financial choices and how to better manage them. Today, I have more confidence in owning up to my financial responsibilities.
If I hadn’t hired Jackson, I’d still be nervously trying to find ways to balance my finances, build my credit, and get a vehicle while not having a place to see where all my money is going. I highly recommend working with Jackson as he will provide tools and professional advice on how to overcome your own financial limitations and progress to the life goals you wish to achieve."
- Lety C.
"100% worth it!"
"For the first time, our family decided to hire a professional to help with our taxes and hiring Jackson just might have been the best decision we've made all year. Didn't worry for a second about deadlines, or timelines because he was on top of everything throughout the entire process. He was attentive and specific about what he needed from us and pointed out minor mistakes on our end that we never would have noticed. He did loads of research on his end to find us credits and savings we had no idea we were eligible for. 100% worth it! Thanks Jackson!"
- Caleb N.
"We're on the same page now"
"After working with Jackson I can feel the increased alignment that my partner and I have in working towards our goals. Jackson's constant encouragement and reassurance was helpful in recognizing the little things that we didn't realize were changing our habits and helping us become more focused on our shared vision. The price paid was small compared to the savings that we will gain from being on the same page. I would recommend anyone that needs help clearly defining their goals. Jackson helped us gain an understanding that getting a shared vision early can shape the rest of their lives for the better."
- Nick & Jess A.
"Jackson is a true professional."
"If you're seeking a dedicated and knowledgeable financial planner who prioritizes your unique needs, I wholeheartedly recommend Jackson. He is a true professional who brings passion and expertise to every aspect of financial planning. He went over and above with his time and energy and created a safe space for me to figure out step-by-step solutions!"
- Marina D.
"Amazing financial planner"
"Jackson is an amazing financial planner. Meeting with him really helped me sort out my financial problems and concerns, and I am now aware of all the options and possibilities I have. I would recommend anyone who is looking for a financial planner to work with Jackson."
- Omair M.
"Really knows his stuff"
"I came across Jackson's profile on LinkedIn several months ago and have been following his content and enjoying his newsletter for a while. I eventually joined him for a free consultation call, during which we reviewed my current financial plan and talked through helpful changes that I can make to improve it over the long term. Jackson is very approachable, easy to talk to, and really knows his stuff."
- Matt O.
"We're excited about our finances again!"
"My wife and I decided to meet with Jackson because we just bought our first home and we want to make sure we’re setting up sound financial habits to help us over the long term, as well as just to adapt to having a mortgage in the short term. We met with Jackson for our first appointment today, and it was awesome! There was zero judgment, and only positivity while we met with him. We feel like Jackson gave us some clear action items to start working on to improve our financial situation, and we’re excited about our finances again!"
- Adam C.
"Jackson gave me great advice"
"I came across Jackson's profile on LinkedIn where I began following him for financial tips and then signed up for his email. His email subscription is full of even more specific advice with great instructions for all ranges of financial literacy. I signed for his "financial roadmap" course and it was awesome! In just one 30 minute call he answered a ton of my questions and gave me clear steps to move forward with based on my personal financial situation. While the course was advertised for those trying to get out of debt, I went in debt-free and hoped to learn more about investing, Roth IRA's, budgeting, etc. Jackson totally catered the meeting to my wants and needs and gave me great advice. I'm really excited to take the things he taught me and to start taking control of my finances. Thank you, Jackson!"
- Jackson C.
"Friendly and knowledgeable"
"Jackson was friendly and knowledgeable. We discussed short/long-term gains, taxes, ETFs, and mutual funds.
Most importantly, he actively listened to my financial goals and provided helpful recommendations. Additionally, he helped me refine my strategy to achieve my existing goal and helped me develop a new goal that I was not aware of that I truly wanted for my family.
I would highly recommend Jackson's services based on his professionalism and knowledge."
- Georgette B.
"Helped me navigate a clear path"
"Jackson has a potent blend of smarts and emotional intelligence. He helped me navigate a clear path for my financial goals. The path he laid out for me made sense and he tied in the psychology of money as well."
- Levi N.
"Jackson was great!"
"Jackson was great! We walked through my situation and he helped me see things that I knew were issues, but hadn't quite accepted for myself yet. But having someone else notice those same things, helped me have a better understanding and visualization of what I needed to do."
- Braden S.
"A breath of fresh air"
"Jackson was great to talk to and from the jump I could tell he was very knowledgeable. I chose to reach out seeking some advice on the best ways to learn and work towards financial independence. It was a breath of fresh air to not feel backed into a corner and pressured when I said I was not currently in the market for his services. His understanding and respect for this decision speak true volume to his character, and I would certainly recommend his services to anyone looking for a financial coach."
- Brian W.
"I increased my savings by $10,000"
"In just a year I've been able to increase my savings for retirement from 0 to $10,000 while being self-employed. After discussing which type of investment account is best for me, Jackson helped me to set up a traditional IRA. Contributing with autopayments has made it easy to contribute to my IRA monthly without even thinking about it. I'm so happy that I started investing! It seemed like a super daunting task, but Jackson made it simple to understand and walked me through the process."
- Mike N.