Jim Crider
Hi, I’m Jim Crider— a husband, dad, and CEO of Intentional Living FP.
As a CERTIFIED FINANCIAL PLANNER™, my role is to serve as a guide to help our clients navigate the decisions and complexities that will inevitably arise anywhere their life and money intersect. When I’m not engaged in a conversation with people about life, priorities, and doing what is important to them, I can be found chasing around my kids, Atticus, Asher, Arlo, & Adeleine, spending time with my wife, Kendra, or out on an adventure.
Session
This discussion will explore practical ways to integrate bitcoin into client portfolios and long-term strategies. Panelists will share approaches to risk management, tax considerations, and planning techniques that position bitcoin alongside traditional assets in comprehensive financial plans.