Jake McCarney, CFP®

CERTIFIED FINANCIAL PLANNER™

The founding member of Next Level Financial Planning, an independent practice, Jake is a Certified Financial Planner™ professional providing financial planning and wealth management services. He and his wife Katie are proud parents of three sons. As a family, they enjoy spending time fishing, boating, hunting, and camping. Jake is committed to his faith, family, clients, and to making a difference in his community.

Jake started his financial planning and wealth management career in 2004. After previously spending two years living internationally, he returned to Idaho and graduated from Idaho State University in 2002 with his Bachelors in Business Administration. He quickly took a job working in finance and accounting. Weeks after starting, Jake met an investment advisor who introduced him to the financial planning community, and as they say, “the rest is history”. He truly found his career and purpose. In 2007, Jake started his independent practice and later earned the credentials to become a Certified Financial Planner™ professional. He enjoys speaking engagements, writing about behavioral finance, and spending time with other professionals, helping them achieve Next Level financial success.

Jake strongly believes that real financial planning is not an event- it is a continuous process of clearly assessing where you are, taking specific actions, and then re-assessing your progress. Jake’s purpose is to listen to what is most important to you, and to clearly understand where you are and where you want to be. He will help you narrow in the range of potential outcomes over time, getting you to where you want to be. Inevitably, your life will change as you plan together. This style of consistent planning helps us recognize when a course correction or an adjustment needs to happen.

Next level is defined as; “a better, more advanced, or more successful situation than before”. Getting to the Next Level requires you to be intentional and deliberate in your decisions. What you do today affects what you can choose to do tomorrow.

Get to know Jake:

Three words that describe me: Diligent, Thoughtful, Committed

Current Favorite Quote: What we do today affects what we can choose to do tomorrow.” George Kinder

What I am happiest doing when I’m not at the office: Winter – Nestled into my favorite chair reading a book. Spring – Playing on a court, either tennis or pickleball & golfing. Summer – On the lake, in a surf boat, with family and friends. Fall – Outdoors, in the mountains, with my boys.

Books that have made an impact:

Behavior Gap by Carl Richards

Spend Your Life Wisely by Ross Levin

Psychology of Money by Morgan Housel

Favorite Vacation Spot: On a warm beach. If I stay close to home, summers in McCall have all the ingredients of a great getaway for the McCarney Family. Water, beaches, pine trees, campfires, and huckleberries.