I've been working with Jen for about a year now and know I'm in good hands. She's guided me through a few different situations so far. I really appreciate that she gives advice in a warm and supportive way; it's clear that she truly cares about her clients.
January 2023
Jen was so wonderful to work with! She gave us excellent guidance and was completely nonjudgemental. She took the time to really get to know us, and our goals and dreams, so that she could make informed recommendations about our financial planning. Working with Jen has set us on a solid path toward retirement!
January 2023
I really appreciated the clear, actionable guidance I received from Jen! It was really valuable to just have concrete advice vs the financial training you learn about online which provide more vague best practices.
We provide financial planning and investment management services. We operate on a fee-only basis meaning that only clients pay our fees. We do not receive any commissions or kick backs for products we use and recommend to our clients. The fiduciary standard governs all of our interactions with clients. Hourly consultations also available.
