5 /5 Marissa Farley: Jason does a great job of gathering all of your information and giving you relevant advice. I happen to be in a similar life cycle from him and he even had the added touch of "this is what I do and why" which I appreciate. He also adds "this is why you might want to handle it differently" so that you can make your own decisions.
I rolled over two 401ks and all I had to do was give them permission to talk to him then he handled the entire process for me and stayed on top of it. It was nice to not have to worry about saying the right thing to the 401k company or track where checks were, etc.
He also stays on top of your money with timely updates. I am probably the worst kind of client as I do not make my finances my priority. Jason is wonderful about sending reminders of when we should talk without being annoying, they are perfectly spaced and I never feel like the burden that I imagine I am.
I highly recommend Jason for someone who wants to be involved as well as someone who wants to not have to worry about their money. He is great in both directions.