C&J Innovations

Helping Financial Advisors Expand Your Impact
Our mission is to partner with financial advisors through The Passport Package™ — a proven, streamlined, insightful process designed to go beyond the numbers and uncover what truly matters to prospects and clients. With clarity, enhanced communication, and stronger relationships, we help advisors provide actionable guidance, drive client success, and expand your impact.

The Passport Package™ provides powerful questions through impactful assessments.
Although many surveys and questionnaires focus just on the financial side, the 8 critical mindsets in our patent pending assessments go beyond the financial realm to encompass all areas of life, allowing you to build powerful lasting partnerships.