DJY Financial Services

Since 1985, D. Jean Young, B.A., C.F.P., has been working with people from all walks of life to help them create financial independence.

Each client becomes a friend!

Identifying needs and setting goals are the first steps in designing a Personal Financial Plan. By reviewing income and expenses, assets and liabilities, and insurance needs, a clear picture of an individual's personal situation is developed. The next step is to identify needs and to set goals. Next, ways to cover the shortfalls and to make dreams come true are explored. From there, a personal financial plan can be created. Because personal situations change over the years, financial plans must be flexible and need to be reviewed on a regular basis.

Each person is unique. D. Jean Young treats each client as someone special. For most people, financial independence can become a reality with good planning and informed decision-making. D. Jean Young is there to help with that process.

©2004 KRDP and DJY Financial