HOLISTIC FINANCIAL WELLNESS 360°

This12-week baseline signature program is designed to thoroughly cover your comprehensive wealth building needs and plans.

The ultimate objective of this program is to not only equip you a comprehensive money plan/system tailored for your situation, goals and values; but also with the tools, habits and baseline knowledge that are fundamental to your future success and consistency month-over-month, year-over-year.

The program is structured as follows:

Weeks 1 - 3:

Discover + Refine

  • Alignment on overall goals, expectation and preferences

  • Evaluation and optimization of current money landscape (assets, liabilities, retirement, investments, credit card points usage)

  • Discovery of where each $ is going (i.e. all cash inflows and outflows) through spend tracking

  • Value identification and goal setting

    • Identify and understand your broader intrinsic life values + the purpose of money in your life beyond purely material aspirations

    • Develop and make tangible (with actual numbers) your short, medium and long-term financial goals

Weeks 4 - 6:

Assess + Empower

  • Analysis of where where each $ is going including identification of potential spending leaks

  • Recognition and transformation of negative/unhelpful money beliefs, mindsets and behavior (such as getting to the root of your spending habits)

  • Alignment of goals and spending in relation to broader life values

  • Baseline personal finance, retirement and investing education with the goal for you to:

    • Personally understand the rationale behind the various components of your personal money plan (vs. just blindly following my guidance)

    • Ultimately feel empowered and confident enough to make informed financial decisions you feel good about

Weeks 7-12:

Integrate + Implement

  • Creation and implementation of a comprehensive money plan/system tailored for your situation, goals and values (integrated from the aforementioned inputs) and equipping you with the following tools to succeed:

    • Personalized spending plan

    • Personalized tracker to monitor spending and goal progress

    • Personalized net worth tracker to monitor wealth creation

  • Ongoing check-ins on plan implementation and potentially modifications based on needs + challenges

  • End-of-program final evaluation of results and plan

WHAT TO EXPECT FROM EACH 1:1 SESSION

  • Weekly sessions typically held over Google Hangouts or Zoom

  • Detailed agenda prior to each session

  • Summary after each session with customized, specific action items

  • Access to Jen via email or text between sessions for support

  • Feedback from Jen on financial decisions and questions throughout the program

WHAT CLIENTS ARE SAYING

 

“I very much appreciated the organization of Jen’s 12 week plan - each lesson was fun! Every class/task seemed to be a piece of a puzzle that I could put together so that you could see all the accomplishments made at the very end. I loved being able to backtrack and reference the learning material with ease. It made all the difference. Jen's approach is with the utmost empathy, knowledge and customized organization. She truly sees the teachable moments in every meeting. I now feel confident and empowered to take things head on as she has equipped me with all the necessary tools.”

— FRANCINE M.

FREELANCER

“Jen was able to parse out what I needed to do to clean up my financial foundation, and how to set up my retirement, savings, and other investing accounts to maximize my financial power. Together, we created manageable tasks for me to tackle each week and kept me accountable for completing my tasks - Jen took a huge, seemingly insurmountable project, broke it down into weekly steps, and brick by brick we built my financial plan. I can’t express how life-changing working with Jen has been.”

— FHAY A.

SENIOR PRODUCER

“I looked forward to every session with Jen. She created a safe space to ask my beginner questions and she gave me action items every week towards making changes to how I was managing my money. Over the course of the 12 weeks, I felt my confidence grow in how I spoke about investing and wealth management and where I was once intimidated by this whole domain, it started to become a hobby!  By the end of the 12 weeks, I had made changes to optimize various parts of my finances and had a long-term spending plan that was tailored to my core values. I now know where my money is going exactly and my finance foundation is 100% stronger than it was previously.”

— SCARLETT P.

SOFTWARE ENGINEER