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?