Thornton Financial LLC

Financial Coaching

Ongoing financial planning partnership (Monthly Subscription)

Hey Pocket Watchers!

Many of you have asked for more hands-on financial help. Now we have FINANCIAL COACHING (Powered by Monarch Money)

This service is designed for clients who want an active, ongoing financial planning partnership to stay on track with their long-term goals. Unlike a one-time consultation, our Financial Coaching provides a continuous "command center" for your money, combining the industry-leading Monarch Money platform with the expert oversight of a Certified Financial Planner™.

What the Service Provides:

Monarch Money "Pro" Account: You receive a full subscription to the Monarch Money platform, which provides real-time tracking of your net worth, recurring subscriptions, and investments.

Ongoing Professional Oversight: Jayson Thornton, CFP® monitors your data throughout the quarter to identify "financial leakage," lifestyle creep, or missed tax-saving opportunities as they happen.

Quarterly Strategy Reviews: Every 90 days, you will have a formal review meeting with JT to analyze your "Money Scorecard" and adjust your action plan for the upcoming quarter.

Tax-Centric Coaching: As an Enrolled Agent (EA), Jayson ensures your daily spending and business structures are optimized to "beat Uncle Sam" legally and ethically.

The FREE Pocket Watcher App will stay online and active. The Paid Pocket Watcher - Gold subscription will be ending.

NEW! Pocket Watcher Financial Coaching - Jayson Thornton, CFP Click here for an update from THORNTON Financial LLC!

🤘🏿 🔵 112 Years of Brother, Scholarship, and Service!

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