Offerings

  • Comprehensive

    • HOLISTIC FINANCIAL WELLNESS 360°

      If you are looking to build and implement a comprehensive money plan/system that is tailored for your situation, goals and values.

      Also, if you are looking to gain the tools, habits, and baseline financial education to make certain it all sticks.

      Lastly, if you are looking for support, guidance and accountability on an ongoing basis to ensure you stay on track.

    Learn more

  • Targeted Deep Dives

    • “FINANCIAL ADULTING”

      If you are looking to gain financial literacy and get current financial situation vetted.

    • JOB QUITTING PREPARATION AND ASSESSMENT
      If you are thinking about quitting your job and looking to ensure that you are doing so in a financially responsible / optimal manner.

    • TRANSITION TO FREELANCE / ENTREPRENEURSHIP
      If you are coming from corporate and have no idea where to start

    Learn more

  • Custom Programs

    Don’t see exactly what you are looking for?

    Pending your needs and goals, a customized program may be better suited.

    Reach out and let’s discuss :)

    Contact Jen

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