Professional Focus and Services

Jobie McCormick is the founder of two affiliated companies: Conscious Financial Planning and Resources for Advisors. As a leading financial advisor with extensive knowledge and experience, Jobie has created companies to support both investors and financial advisors who see the importance of investing in alignment with their values. A Certified Financial Planner™ certificant, Certified Estate Planner, and Certified Fund Specialist, Jobie holds a bachelor’s degree from Smith College and a Master’s Degree in Education from the University of New Mexico. She has also been awarded the Client Service Award, Outstanding Client Focus Award, and Practice of the Year Award by industry leading corporations.

Jobie has assisted hundreds of clients over the last twelve years grow, protect and preserve their wealth, ensuring financial security for themselves and future generations. As an advisor affiliated with Independent Financial Group, she is part of a strong team. Her affiliation with IFG provides her the ability to access a wealth of knowledge while also having the freedom to assist her clients based on their individual needs with no proprietary constraints.

Making conscious investment decisions in alignment with core values is a principle that Jobie empowers her clients to understand and implement. Combining her educational background with her ability to get to the true essence of clients’ financial needs, Jobie educates her audience by offering radio broadcasts, webcasts, and articles for national and international magazines. A highly respected speaker, she has addressed several investment and financial establishments as well as nonprofit organizations and corporations.

Jobie helps people truly understand their relationship to money and how it affects their well-being. Understanding that financial issues often have an emotional impact, she helps clients feel at peace with their financial decisions. Approaching finances as part of the whole person, she understands the strong connection between health and finances and integrates a healthy mind-set into her business model.

Conscious Financial Planning
Conscious Financial Planning supports a new paradigm, guiding people to find and embrace their passion in life and be financially free. Jobie helps her clients become liberated and discover what they desire so they can effectively bring those passions into all aspects of their lives. She does this by working with individuals and groups to educate and empower them to make smart decisions with their money. Jobie helps her clients get to the true essence of their being and make decisions that are prudent, practical, and from the heart.

Resources for Advisors
Resources for Advisors is a company assisting financial advisors who want to move their business to the next level while also helping their clients invest in alignment with their moral, political, and social values. Jobie founded this company to support financial advisors who choose to embrace this method of doing business. The main product is the SRI Marketing Kit which was developed both for financial advisors who are veterans to socially responsible investing and for those who are new to this niche in the financial market.

Professional Affiliations

• Selling Group Member, First Affirmative Financial Network, LLC
• Registered Representative, Independent Financial Group, LLC
• Member, Financial Planning Association
• Member, Social Investment Forum
• Member, Co-op America
• Member, Board of Trustees, Southern Oregon Land Conservancy

Personal Notes

Jobie lives with her husband Joseph McCormick in Southern Oregon. Together, they enjoy the magnificence of the surrounding mountains and beautiful walks along Lithia Creek. They are both active in their local community and love being part of the change they wish to see in the world!

Disclaimer
Registered Representative with Independent Financial Group, LLC, Member FINRA, SIPC

Jobie McCormick subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. She is not an investment advisory representative of First Affirmative.

*Conscious Financial Planning is not a Registered Investment Advisor with the SEC. First Affirmative and Conscious Financial Planning are not affiliates or subsidiaries of Independent Financial Group, LLC, Member FINRA, SIPC.Back to Top

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