Living Beyond the Numbers

From Chaos to Clarity: J.J. Sessions, CFP® on Family, Cash Flow, and Financial Freedom (Ep. 4)
When J.J. Sessions walked away from running his own practice to join The Planning Center, he wasn’t just looking for a new job—he was searching for a better way to serve clients and his family.
In this heartfelt conversation, J.J. reflects on the challenges of running a business, the stress of managing cash flow, and the joy of finding a system that supports both financial goals and personal values. Alongside Jude and Caleb, they explore how First Step transformed J.J.’s family dynamic, helping him and his wife finally feel aligned in their spending habits and priorities.
Listeners will hear J.J.’s story of moving from Minnesota to Fresno, the power of mentorship, and how teaching his six children about money has changed his perspective on wealth and legacy. This episode is a reminder that financial success isn’t just about numbers, it’s about creating space to focus on what truly matters.
Here’s what you can expect:
- Why J.J. gave up business ownership for more impact
- How First Step simplifies cash flow conversations
- Teaching kids financial boundaries (with a butcher paper trick!)
- How to align money decisions with family values and community impact
- And more!
Connect with Jude Boudreaux CFP®:
- The Planning Center
- LinkedIn: Jude Boudreaux
- jude@theplanningcenter.com
- Phone: (504) 717-4862
Connect with Caleb Arringdale:
- LinkedIn: Caleb Arringdale
- caleb@theplanningcenter.com
- Phone: (309) 797-4030
Connect with J.J. Sessions:
- LinkedIn: J.J. Sessions, CFP®
- jj@theplanningcenter.com
- (559) 320-8200
About our Guest:
J.J. Sessions has been preparing for a career as a financial planner all his life. As a high school senior, he once gave a speech on the benefits of compound interest. Though he started college with a desire to be a marriage and family therapist, he found that he could do more for people by helping them with their financial lives. Things like effective cash flow planning and life planning can have a profound impact on reducing the stress and conflicts in marriages that surround money. J.J.’s primary responsibility as a financial advisor is to help individuals and families to achieve clarity on their financial and life goals, and work closely with them to accomplish those goals.