Your Journey

Your life is unique. Your plan should be too.

At Jon C. Goodman, we specialize in purpose-driven, values-based, goals-focused planning and investing—because true wealth isn’t just about numbers. It’s about aligning your resources with what matters most.

Whether you’re an individual, a family, or a foundation here in the Northern Rockies, our first priority is understanding your mission—and helping you move toward it with clarity, confidence, and care.

Your Guides

Trusted advisors. Tailored strategies. Proven disciplines.

As your expert guides, we bring seasoned wisdom, institutional tools, and a deeply relational approach to every client we serve. Our integrated process combines Investments, Insurance, Planning, and Consulting—each discipline working together to fuel your bigger purpose.

Because when you’re Mission-Inspired and Goal-Oriented, the right guides matter.

Your Path Forward

Three Steps to Clarity:

1 – Start with a conversation. Let’s talk about where you are and where you want to be.

2 – Define your version of the Good Life. We’ll help you name it, aim for it, and plan accordingly.

3 – Chart your course. Together, we’ll build a goals-based plan and investment strategy designed to get you there—safely, efficiently, and with conviction.

Your Correspondence

Have questions? Need insight? Want to start a dialogue?

We’re easy to reach and even easier to talk to.

Call. Write. Email.

We’ll be here—your reliable partner, every step of the way.