Jeff Judge

My Process

You're smart and successful. But somewhere along the way, your financial life outgrew your ability to manage it casually, a business sale, an inheritance, retirement approaching, a divorce, a career shift. You want clarity. Instead you're getting conflicting opinions, tax complexity, and a nagging sense that a wrong move now could cost you years later. That's where I come in, not as another salesperson with a product to move, but as a guide who's walked this road with hundreds of families. I built my practice around a six-step process called the R.U.D.D.E.R.™ Method, so you always know where you stand and what's next. We start by reviewing where you are. Income, expenses, assets, goals, all of it, so nothing gets missed. Then we uncover what actually matters to you. Not just numbers. What retirement looks like in your head. What keeps you up at night. I design a plan behind the scenes. Every recommendation ties back to your goals, gets sequenced, and goes through internal peer review before you ever see it. We discuss it together, and you decide. I walk you through every option and tradeoff in plain language. Nothing moves without your sign-off. Then we execute, and I make sure you understand why. No black boxes, no jargon you're too polite to question. And because life doesn't stop changing, neither does the plan. I watch for tax law shifts, market moves, and life events, and I reach out before they become problems. As a CFP®, ChFC®, CLU®, and AEP®, and a fee based fiduciary I work with pre-retirees and retirees, business owners, women, those in transition, and tech and equity-compensation professionals, available nationwide through TeleWealth. The alternative to a real plan isn't neutral. It's drifting: overpaying taxes, missing Social Security timing, discovering gaps in your estate plan when it's too late to fix them. A clear plan is what stands between you and that outcome. If you're ready to stop guessing, let's talk