About

What would your life be like if you had a Personal CFO?

JLFranklin Wealth Planning® provides comprehensive, individualized services to successful high-tech and human resources executives. We help our clients preserve wealth, mitigate risk and taxes, care for their families, and pursue their dreams.

Under the leadership and counsel of Joyce Franklin CPA, CFP®, JLFranklin Wealth Planning works with clients whose financial lives we can impact the most. We specialize in planning for stock options and other equity awards, helping our clients to meet their goals.

We are an independent, fee-only firm, so our guidance comes without conflict of interest or compromise. We are accountable only to our clients and work every day to earn their trust. Our judicious 5-step process reveals each client’s unique concerns and needs. The foundation of our approach is our ability to uncover the entire financial picture, going far beyond specific asset management or estate planning into our clients’ most important values, relationships, and lifelong dreams. This process retains our objectivity and integrity and provides you with straightforward, customized, actionable advice.

Read our firm’s core values and mission statement.