Journey Financial Strategies

Journey Financial Strategies Financial Planner offering investment advisory services through AccounTable Wealth Strategies Contact us, we know what to do, and we do it well.

As a Financial Planner, Srikant Jonnada helps individual and businesses establish a comprehensive plan that address all financial objectives. Additionally, he offers a variety of services and products that can help you meet a number of insurance and financial needs, including, but not limited to retirement planning, investment management, business succession and estate planning, income protection

through life and disability insurance, managing costs for extended periods of care and lifetime income strategies. We work well with your other advisers such as attorneys, accountants, and wealth managers. Together, we work to ensure that your planning is aligned with your objectives and your values. Srikant Jonnada is a Financial Planner and Financial Advisor at AccounTable Wealth Strategies, offering investment advisory services through Plan Group Financial LLC, A Registered Investment Adviser

Srikant Jonnada is not licensed in all jurisdictions. His Arkansas Insurance License number is 12265441. His California Insurance License number is 0I74877. Journey Financial Strategies, DBA AccounTable Wealth Strategies, is not owned or operated by Plan Group Financial or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Registered branch address:
101 NE 82nd St
Suite 200
Oklahoma City, OK 73114
405-848-1099

Happy Thanksgiving!!!
11/27/2025

Happy Thanksgiving!!!

05/02/2025

“Science provides an understanding of a universal experience. Arts provide a universal understanding of a personal experience." —Mae Jemison. Knowing yourself is critical in knowing what you want. How are you using your personal time for self-discovery?

Here are three tried-and-true ways to turn middle-class earnings into generational wealth.
04/30/2025

Here are three tried-and-true ways to turn middle-class earnings into generational wealth.

With the right strategies, you can turn today's income into tomorrow's lasting wealth. Here are three ways to start building that legacy.

04/28/2025

“Hope is the thing with feathers – that perches in the soul and sings the tune without the words – and never stops – at all.” —Emily Dickinson. What keeps you hopeful during tough times?

Which is a better choice for you? Probate or a living trust? Learn some of the pros and cons of each.
04/26/2025

Which is a better choice for you? Probate or a living trust? Learn some of the pros and cons of each.

People are conditioned to believe they should avoid probate at all costs, but when compared with living trusts, probate could be a smart choice for some folks.

04/24/2025

"If a man does not keep pace with his companions, perhaps it is because he hears a different drummer. Let him step to the music which he hears, however measured or far away." —Henry David Thoreau. When have you gone against the norm and did something uniquely you?

Learn how dividend reinvestment can be another powerful strategy for growing a retirement investment account.
04/22/2025

Learn how dividend reinvestment can be another powerful strategy for growing a retirement investment account.

Want your retirement investments to keep growing? Here's what you should know about dividend reinvestment.

How do you show discipline in your daily life?
04/20/2025

How do you show discipline in your daily life?

A recent survey showed that employees who stayed in their current roles saw their salaries rise by 4.6% in January and F...
04/18/2025

A recent survey showed that employees who stayed in their current roles saw their salaries rise by 4.6% in January and February while job switchers only saw a slightly higher increase over the same period at 4.8%.

New data from the U.S. Bureau of Labor Statistics and the Federal Reserve Bank of Atlanta shows only a small difference between job switchers and stayers.

Describe a time you had an idea and put it into action.
04/16/2025

Describe a time you had an idea and put it into action.

Address

10416 Greenbriar Parkway, Suite B
Oklahoma City, OK
73159

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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