Start Your Investment
One on One Financial Coaching
$1,500 value
One on One Financial Coaching Session is exclusive to professionals who are busy crushing their career goals and taking care of their family but have taken little time to handle personal finances. Those are looking to gain clarity on how to improve and get strategies to level up to reach financial goals.
What you will get:
Over the next 8 weeks, you will build a plan to enhance your financial portfolio that aligns with your short and long term goals
Exclusive one on one monthly strategy sessions: 2 hours of coaching per month (virtually)
You will gain clarity of where you are and the best action to get to where you want to be
Access to your personal portal that has financial worksheets, planning tools, and resources
Personalized Complete Action Plan
Financial Worksheets
Quarterly assessments to monitor goals
Access to financial products to meet your financial need
Client Testimonials
“Jennifer was extremely helpful! In these sessions, she broke things down to make sure I saw clearly where my money was going and she gave great tips on how to navigate through my finances to achieve my goals. Thanks again Jennifer for being so flexible and always helping me be accountable for my own actions.”
-Nadya
“I think the coaching is great. Jennifer really leads you on a path to financial health and allows you the opportunity to grow.”
-Private Client
“Jennifer has been my financial mentor for almost 10 years. She gives me practical solutions that still allow me to live my life. Even with student debt, credit cards, etc. I am able to invest in my small business, travel, and save. She has been my adviser through transitions like budgeting as a college student, post-college, and I look forward to working with her through my next transition. She is super easy going, reliable, and hard-working.”
-Brittany
“One-on-one coaching has allowed me to talk through my finances and get a better understanding of the areas I needed to improve. I think the coaching is great. Jennifer really leads you on a path to financial health and allows you the opportunity to grow.”
-Private Client
