HOLISTIC FINANCIAL WELLNESS 360°
This 12-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 and refine
Alignment on overall goals, expectation and preferences
Evaluation and optimization of current money landscape (assets, liabilities, retirement, investments)
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 set (with actual numbers) your short, medium and long-term financial goals
WEEKS 4-6
assess and empower
Analysis of where where each $ is going including:
Identification of spending habits + potential leaks
Calculation of key personal finance metrics of funds needed for general overhead, emergency buffer, run/burn rate and financial runway
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 and 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.”
“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 needed a more systemic approach that could keep me organized, provide visibility, and ultimately create a plan for myself that I could follow and be accountable. This program allowed me to align my values directly with my spending habits to make better choices but to also be able to fulfill my own personal needs/wants. I look forward to growing more financially secure and stable through the lessons I learned from this program.”