Alison James, CFP®, PMP WorthWise Financial Partners, LLC

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About Alison James, CFP®, PMP

“A goal without a plan is just a wish.” – Antoine de Saint-Exupery

I founded WorthWise Financial Partners because I believe that everyone needs a financial plan. I specialize in helping families of all shapes and sizes juggle saving for college and retirement while living a full life along the way. I particularly enjoy working with young families just starting to build wealth and helping LGBTQ families navigate their unique challenges.

I am a CERTIFIED FINANCIAL PLANNER™ professional, and a Project Management Professional® with a Bachelor of Arts degree in Economics and English from Rice University. Prior to founding WorthWise, I worked at Aon Hewitt for over 20 years working with large companies to help their employees protect their families and achieve financial goals through retirement and insurance programs. As I talked with friends and neighbors with growing families I recognized the challenges they faced juggling competing financial priorities. I also observed the missteps they often took through lack of the time or knowledge to successfully navigate their financial lives and the perception that financial planning was just for the already wealthy. I am now putting my decades of experience to work helping families turn their hopes and dreams into achievable goals!

I live in Houston, Texas with my husband and youngest son while my oldest attends college – a very expensive out-of-state private college I might add, so I know from personal experience how that can be! When I’m not working with my clients or reading about financial news and trends, I enjoy cooking, wine, gardening and SCUBA diving.

I look forward to meeting with you to discuss how I can bring financial peace of mind and confidence to you and your family and help you live the life you envision!

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Ideal Clients

  • Family Financial Planning
  • LGBTQIA
  • Young Families

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Flat Fee: $1800+/engagement
  • Assets Under Management: 0.80%

SEC Records

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