Meet the Host: Certified Financial Planner, Jason Taylor

Ever wondered what happens when a third-generation accountant decides the financial planning industry isn't serving enough people? Meet Jason Taylor, the founder of MyPocketFP, who's on a mission to revolutionize how we access financial guidance.

After 25 years in the financial world, Jason noticed a troubling pattern: quality financial planning remained inaccessible to many Americans, particularly younger people and those without significant assets. Traditional models charging 1% of assets under management simply price out those who might need guidance the most. Drawing from his background in accounting and tax preparation, Jason created MyPocketFP to bridge this gap.

What makes MyPocketFP different is its focus on accessibility without sacrificing expertise. Unlike generic advice from Google searches or AI tools, MyPocketFP delivers personalized financial guidance at an affordable price point. Currently being beta-tested with existing clients, the platform has received positive feedback for its visual measurements and convenience. As Jason explains, "Young couples need an early start with financial help from professionals, not just AI and Google answers that aren't specific to their needs." While the initial setup requires some effort, ongoing use is streamlined and intuitive.

When he's not disrupting the financial planning industry, Jason embodies the Colorado lifestyle—hiking, biking, fishing, and cheering on his daughters at soccer fields and volleyball courts. His approach to business mirrors his approach to life: practical, straightforward, and focused on what truly matters.

Ready to put a financial planner in your pocket? Visit MyPocketFP.com today.

To learn more about MyPocketFP visit:
https://www.MyPocketFP.com
MyPocketFP