Worthen Client Spotlight: Jason & Lisa M

Today we celebrate our clients Jason & Lisa M. We’ve asked them to share some lessons learned and insights about their financial journey with the aim of providing ideas and inspiration to others! 


About Us


Jason & Lisa M




Traveling and camping in our travel trailer.

Desired Retirement Age:

65 & 60


Project Manager with a Industrial Air Gas Company

Home Maker

Interview Questions:

What are some things you do or tools/resources you utilize that helps you control and manage your finances?

Made a budget and avoid emotional spending i.e. plan for large purchases.

Keep a budget, shop wisely, avoid spur of the moment spending

What do you know now you wish you could go back and tell “early you” about money?

Be more aggressive with 401k selection of investments funds.

Save and save some more

What financial advice do you live by? Who gave it to you?

Don’t try and keep up with others, live within your own boundaries.

What financial tips or suggestions would you share with someone who may need encouragement?

Make a budget and save first

What experiences have led you to where you are today?

Keep a steady job, the grass is not always greener at other companies.

Who has made a big impact on your life? Why?

Spouses, very grounded and lives simple, does not need extravagance

What is the biggest financial challenge you’ve had to overcome?

Making saving a priority

What steps did you take to overcome the challenge? Or, what do you wish you had done differently?

Made budget and put savings at the top of the list

What has surprised you the most along your financial journey so far?

We believe we have saved enough for a nice retirement.

What has been the low point on this journey for you?

Not saving enough early, some credit card debt early and not being aggressive enough with fund selection.

What advice would you give younger people or those just starting on their financial journey?

Budget with saving first and avoid significant debts.

How do you measure sucess?

Financially stable and able to enjoy our family travel trips.

Advisory services are offered through Worthen Financial Advisors, Inc.; an investment adviser domiciled in the state of Texas. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless the firm and the sender of this message are registered and/or licensed in that jurisdiction, or as otherwise permitted by statute.
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Worthen Financial Advisors, Inc[“Worthen”]), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. 
Worthen is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this video serves as the receipt of, or as a substitute for, personalized investment advice from Worthen. Please remember that it remains your responsibility to advise Worthen, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.


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