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Get it Together!

A practical, educational experience to help you prepare for life’s unexpected moments—and the ones we know will come.

Too often, families are left overwhelmed when a loved one ages or passes away. With thoughtful preparation, you can bring clarity, reduce stress, and make things easier for the people who matter most.

 

$695  flat fee​

How it works  -  

  1. You  schedule your 90 minute meeting and make  your payment

  2. You receive a link to the questionnaire

  3. I review  your questionnaire,

  4. You begin assembling items mentioned in questionnaire.

  5. 90 minute Google Meet to discuss your situation followed by a 60 minute follow-up in 6 weeks. 

  6. After the meetings, I will provide a meeting summary with action items

  • Family and Dependents

  • Finances  and Accounts

  • Personal Property &  Wishes

  • Legal Documents

  • Digital Life & Accounts

  • Your key people

  • End of Life Wishes

  • Where are you Today?

Contact

Like what you see? Get in touch to learn more.

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Thanks for submitting!

Connect with Me! 

  

PO Box 454 

Jasper, GA 30143 

  

Jami@JLGFinance.com  

  

706-299-3100 

Jami Barkley, ChFC®, EA, Candidate for CFP Certification
 

My path to financial planning has been an exciting one. I have an accounting degree from the University of Georgia. After several years of accounting work, in 2010, I decided to start my own business and tax practice, eventually earning the EA and ChFC® designations. I now enjoy helping individuals and small businesses with tax prep and planning and Financial Planners and CPAs with tax planning and preparation for their clients.

In my spare time, you'll find me hanging with my 2 favorite people (Daughters), 5 cats 1 little dog and family.

2025 by Jami Barkley. Proudly created with Wix.com

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