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Financial Coaching

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Hi, I'm Jennifer.

wife . mama . lover of chick-lit & lattes

I help high-income women and families who stress over managing their day-to-day finances design a money plan that allows them to create a fulfilling life, without sacrificing the things that matter to them most.

My philosophy around money is simple: Save to Splurge.

As long as something matters to you, my job is to help you find a way to achieve that goal. I am not going to tell you what you have to stop spending your money on, because it is your money. I am here to help you identify what your values are, and make sure we design a plan for your money that aligns with your goals and values.

my money story

After college and graduate school I had accumulated $30k in student loans and credit card debt. I got my first job as a financial statement auditor, minimized expenses, and became debt-free in just under 12 months.

When I married my husband a few years later, I also married his six-figure student loans. We stuck to a spending plan and eventually paid those off too!

It wasn't always smooth-sailing and we definitely had our share of setbacks, but I learned that budgets and spending plans only work when they are unique to you. It is not one-size-fits-all!

Credentials

  • Certified Public Accountant (CPA)
  • Bachelor's degree in Accounting with a Minor in Finance
  • Master's degree in Accounting
  • Corporate experience in auditing financial statements and internal controls

Want to learn more about my financial coaching process and programs?

Click here to schedule your FREE Q&A session!

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