Kathy Conley-Jones Consults
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Life Guides

Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the one that you need and we'll send you a copy.


  • Financial Workbook
  • Managing Your Financial Life
  • Marriage and Money
  • Teaching Kids About Money
  • Paying for College
  • What to Do If You Lose Your Job
  • Dealing with Divorce
  • Affordable Care Act
  • Thinking About Retirement
  • Retirement and Social Security
  • Retirement and Medicare
  • Planning Your Estate
  • Children with Special Needs
  • Moving Day
  • Protecting Your Business
  • Business Continuation
  • Emergency Planning Guide
  • When a Loved One Dies
  • Managing an Inheritance

Get in Touch

Focus Areas

  • We partner with you to develop holistic strategies and focused insurance solutions to protect what matters most ...

Contact Us

  • Address: 12625 Olive Blvd Suite 210 Suite 210, St Louis , MO 63141

  • Phone: Cell: (314) 249-3608

  • Email: kcjconsults@wf-mg.com

Disclosure

A Certified Minority & Women Owned Business Enterprise (MBE/WBE)

Securities offered through Williamson  Financial Management Group @ Cambridge Research Investment FINRA/SIPC. Kathy Conley-Jones Consults,LLC, Williamson Group and Cambridge Research Investors are separate and unrelated companies.

FINRA is located at www.finra.org.

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