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Jarrett Holmes, CFP®

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Hey, I’m Jarrett. 👋🏼 I’m the Founder of Unaffiliated Wealth and a Financial Planner dedicated to helping high earning millennial entrepreneurs and professionals use their money to live the life they want, both now and in the future. I started Unaffiliated out of the realization that the financial services industry has overlooked the unique needs of millennials and as a result, our generation isn't getting the financial advice and guidance they deserve. I'm on a mission to change that! In addition to a pillar goal of achieving financial freedom and flexibility, the most common objectives I advise my clients on are: → Organizing their business and personal cash flow → Reducing their taxes → Growing their wealth → And managing their risk exposure By helping my clients bridge the gap between their money and their life, I’m able to provide them with the clarity required to face their future with confidence. While many people view financial planning as a service reserved for the wealthy, I firmly believe financial planning is the path to becoming wealthy. The earlier in life we begin proactively shaping our future, the greater the impact our efforts will make. On a personal note, I reside in Winnipeg with my beautiful wife, Michelle, our daughter, Celine and our dog, Nate. When I’m not working with clients or building Unaffiliated Wealth, I enjoy living an active lifestyle, and can usually be found doing a WOD at my CrossFit gym, out for a run, or relaxing over a good cup of coffee. If you feel we might be a good fit to work together or you simply want to discuss your finances, I invite you to book directly into my calendar for a complimentary 30 minute chat.👇 https://calendly.com/unaffiliatedwealth/30minutechat

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