Taylor Jessee, CFP®, CPA
About Taylor Jessee, CFP®, CPA
I’m Taylor, founder of Impact Financial. Thanks for stopping by.
You’d probably like to know a little bit more about me.
Don’t worry. I won’t bore you with the basics you can easily read on LinkedIn.
After nearly a decade of working for various wealth management firms (of all sizes…big, medium, and small), I founded Impact Financial in 2022.
Don’t get me wrong; I learned a ton, worked with a lot of great people, and discovered my life’s calling.
But in the back of my mind it felt like something was missing. I grew tired of the corporate grind. Tired of the siren song of ‘more’ – more money, more clients, more market share – when all I really wanted more of was life.
So, with a wife and three young kids, I took a giant leap of faith to build Impact Financial.
To build a firm centered on the simple idea that true financial planning is not about helping the rich get richer, but about helping lift a weight off someone’s shoulder so they are free to live out their own calling in life.
To build a firm with an others-first mentality.
To build a firm that focuses first on making a positive impact in its clients’ lives and in the community, not on its own bottom line.
But that’s enough about me.
Let’s talk about your story.