“A goal without a plan is just a wish.” - Antoine de Saint-Exupery
Everyone needs a financial plan. No matter your net worth or your level of financial knowledge, we are ready to partner with you to turn your dreams into achievable goals. We believe in creating a comfortable and collaborative environment for you to share your hopes and your challenges and find the path to financial success that is uniquely yours. We specialize in helping early to mid-career families of all shapes and sizes save for college, plan for retirement, and live a full life along the way. We welcome families just starting to build wealth and enjoy helping LGBTQ families navigate their unique challenges.
WorthWise Financial Partners, LLC was founded by Alison James in 2021 serving clients virtually across the U.S. Alison is 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, Alison worked with large companies for over 20 years to help their employees protect their families and achieve financial goals through retirement and insurance programs. She has been quoted as an expert resource on financial planning and investing in numerous publications. Alison resides in Houston, Texas with her husband and youngest son.
Meet Alison James
Photo by Door Mouse Publications
WorthWise Financial Partners, LLC is a registered investment advisor based in the state of Texas. Advisory services are offered to clients in the state of Texas or in other jurisdictions, where permitted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
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