Services Near Me

I have had a stellar experience having Jen as my financial planner. In my sessions with her, I was up front about my lack of knowledge around how best to plan for retirement, and w... I have had a stellar experience having Jen as my financial planner. In my sessions with her, I was up front about my lack of knowledge around how best to plan for retirement, and wanted to feel like I am investing my money wisely for the future. Jen was very thoughtful, approachable, and detailed in how she explained concepts that I frankly had felt intimidated by in the past. I felt like there was no such thing as a "stupid question," and Jen broke things down in a way that was easy for me to understand. She advised me on some very specific next steps that made sense for me based on the information I shared around my income level, savings, and future goals. And that has given me a huge sense of relief knowing that I am setting myself up for a stable future. I'm so happy I found Jen! Read More

Working with Jen is an absolute delight. My husband and I had been thinking about meeting with a financial planner for ages, a seemingly daunting process. Jen came highly recommend... Working with Jen is an absolute delight. My husband and I had been thinking about meeting with a financial planner for ages, a seemingly daunting process. Jen came highly recommended by colleagues of mine and we were lucky enough to have won her services in an auction as part of a nonprofit fundraiser. We live in Tennessee but we were able to do our consultations online. She made the process seamless, answered all of our questions and provided sound, easy-to-understand recommendations. She also ran a couple of different scenarios for us, and I feel very confident in our financial future. We will definitely be back over the years to check in and make sure we're still on track for our retirement. Don't hesitate to set up an appointment!PositiveResponsiveness, Quality, Professionalism, Value Read More

I had no clue not only about how plan for a stable financial future but also how to find someone to trust enough to work with in pursuit of that goal. That is until I found Jennife... I had no clue not only about how plan for a stable financial future but also how to find someone to trust enough to work with in pursuit of that goal. That is until I found Jennifer. My neighbor had recommended her. I’d worked with someone before that, and because he’d worked through commission, it didn’t feel right. Jennifer immediately offered refreshing assurance with the no commission work setup she explained to me. Instead of commission, I paid her for her work. It’s a good value. She set my family and I up in easy steps. She was easy to work with, and as an extra bonus, was nice, too! Read More