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Welcome

to Fleming & Associates, LLC.

It’s a joy to have you as a part of our F&A family.

Fleming & Associates exists to provide entrepreneurs and business leaders with the financial support and accountability necessary to secure your financial future.

Welcome

to Fleming & Associates, LLC.

It’s a joy to have you as a part of our F&A family.

Fleming & Associates exists to provide entrepreneurs and business leaders with the financial support and accountability necessary to secure your financial future.

Who We Are

Work with Jamie

Meet Jamie L. Fleming

I’m Jamie L Fleming, CFP®, Founder and CEO of Fleming & Associates, LLC. I am a family woman driven by a desire to help other entrepreneurs and business leaders gain confidence around money and achieve the lifestyle and financial freedom they deserve.

I’m the author of Kick the Fear out of your Finances™ course and a public speaker on issues concerning money psychology. I created this course in 2006 to give business owners the foundational knowledge necessary to create and sustain financial success in alignment with personal values.

With over 30 years of experience in the financial industry, I’ve partnered with thousands of clients in achieving their ultimate financial success.

Meet Jamie L. Fleming

Work with Jamie 330pxI’m Jamie L Fleming, CFP®, Founder and CEO of Fleming & Associates, LLC. I am a family woman driven by a desire to help other entrepreneurs and business leaders gain confidence around money and achieve the lifestyle and financial freedom they deserve.

I’m the author of Kick the Fear out of your Finances™ course and a public speaker on issues concerning money psychology. I created this course in 2006 to give business owners the foundational knowledge necessary to create and sustain financial success in alignment with personal values.

With over 30 years of experience in the financial industry, I’ve partnered with thousands of clients in achieving their ultimate financial success.

The Team

Monique Lopez

Monique Lopez

Monique Lopez is the Director of Operations at Fleming and Associates, LLC. Monique is invaluable to the team, managing client relationships and partnerships, and ensuring smooth business operations. She makes life at Fleming and Associates hum. Monique is a graduate of the University of Arizona and Tucson Design College where we earned her Bachelor’s Degree in Fashion Design and Marketing. Before joining Fleming and Associates, LLC over seven years ago she worked as a Marketing and Events Manager until 2013, and prior to that, she was the Director of E-Commerce for a fashion brand. Her creative and logistical experience combines to create the absolute best in client relationship management and operational leadership.

“I love ensuring that our clients get the best out of Fleming & Associates, LLC. When Jamie puts together a full retirement plan, I get to be part of something that helps people achieve specific retirement goals. Words really can’t describe how meaningful and gratifying that is for me.”

Who We Serve

We vigorously and passionately support self-made individuals. We know that when you own your own business or pursue other income generating ventures, the complexity of your finances creates challenges and also opportunities.

With ownership over your income generation comes more choice and consideration in terms of how you organize your financial life. From business structure, taxes, insurance, risk management, and retirement planning – your financial canvas is boundless.

We love partnering with you to create a financial strategy that aligns with every aspect of your life and the vision you’re working towards.

Our Vision and Mission

At Fleming & Associates, LLC we see a world where everyone is given the tools, education, and support needed to overcome the barriers standing between you and your lasting financial success.

So many of the barriers that stand between people and their success with money is psychological – shaped by past experiences and learned behaviors. We know that when we better understand our attitudes about money and where it stems from, the easier it becomes to overcome anything that may be standing in our way.

Our mission is simply to be a conduit for entrepreneurs’ personal financial success. We know how hard you work to create meaning and prosperity for others. We want to make sure your hard work translates into remarkable results in your personal finances.

Our Core Values

We know that we can operate most effectively and authentically by staying true to our core values. It’s who we are and how we want to show up in this world for our clients.

Purpose

We approach every client and task with purpose of mission so that we stay wholly focused on supporting your best interests every step of the way.

Balance & Harmony

We strive for a balanced life that harmonizes all the many roles we play in life. We fulfill all our responsibilities and priorities by fully celebrating every aspect of who you and we are.

Health

Financial, physical, mental, and emotional health are paramount to a life well-lived. As entrepreneurs, the pressure to perform can outweigh self-care. We embrace a quality of life that prioritize self-care.

Vulnerability

Money is so personal and as such it requires vulnerability to overcome barriers to success. We don’t shy away from the deeply personal or even difficult conversations. We face them and create a safe space for our clients to do the same.

Generosity

We believe in the abundance mindset and believe in the sharing of financial knowledge and education. We want to help lift up as many entrepreneurs as possible so you can succeed in business and in your personal finances.

Our Partners

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Getting on the right track with your personal and business finances starts with a decision to take action

Download the 3 Habits of Highly Successful Business Owners and start today.

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3habits thumbnail

The first step to achieve true financial success is getting organized. By discovering the best habits that really work for successful and wealthy people, you will be halfway there. In 3 Habits of Highly Successful Business Owners, you will learn:

  • How much they save on their Income and why.
  • An Effective Risk Management Checklist.
  • Who helps them to accomplish their most desired financial goals.
  • How to get on the right track with your personal and business finances.