Approach

1. BEING WEALTHY > RICH

Jen’s coaching practice is centered on the creation and building of wealth. Her program is designed around the following definitions:

  • Wealth = Well-being

  • Wealth = An abundance of scarce resources

  • Scarce (aka ‘valuable’) resources = Time, energy and money (*not just*)

  • Wealth therefore = An optimal balance between the three

Unlike traditional financial planners, her approach is not just about helping each client get to the biggest $ amount at the end of the day, but more about using money as a tool to:

  • Achieve their ideal equilibrium between their time and energy/mindset as well

  • Ultimately design and unlock the the life they want — one that is aligned to their broader values and personal definition of what being wealthy means to them

 

2. INDIVIDUALIZED

  • There is no one size fits all approach

  • Personal finance is personal

  • Every client’s values, priorities, needs, wants and definition of wealth are unique

3. HOLISTIC

Financial wellness is not just about the numbers and purely just managing $, but also about fulfillment

  • It’s about feeling energized/emotionally connected to your financial goals and how you spend your resources

  • Therefore it is paramount to understand your overall intrinsic life values and the purpose of money in your life beyond purely material aspirations (i.e. Security vs. buying a house, Adventure vs. a vacation etc.)

  • Alignment of these values with your financial goals are crucial in helping you stay motivated and consistent along the way

4. EMPOWERING

  • Financial wellness = Financial literacy

  • The goal here is not to have you just follow Jen’s guidance blindly and be 100% reliant on her as your coach for the rest of time

  • Her ultimate aim is to build a foundation of financial knowledge and competence for each client — ensuring that you feel educated and confident enough to make informed decisions you feel good about

 

5. SUSTAINABLE

  • The focus is on the long-term and creating realistic infrastructure that can be built upon for a lifetime vs. a quick, short-term, temporary fix

    • Employment of automated, streamlined systems and comprehensive tools/trackers that are both easy-to-use and maintain

    • Understanding of a client’s prior/current habits, spending, and mindsets as inputs to be considered when pulling together proposed solutions

  • Acceptance that no plan is set in stone, understanding that plans change in relation to clients lives

6. SAFETY + EMPATHY

  • Complete confidentiality, accountability and support with zero judgment 

  • Total respect for the financial journey you have taken and are choosing to take 

  • A safe space where you can ask any money-related questions without feeling shame or embarrassment

7. INCLUSIVITY + REPRESENTATION

  • As a woman of color, daughter of refugees and first-generation wealth builder in this space, Jen hopes to create an inclusive place where others can also see themselves in the world of financial freedom and wealth too

 

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 that are fundamental to your future sustained success.

      Lastly, if you are looking for ongoing support, guidance and accountability in a safe, completely judgment-free space .

    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

WHAT TO EXPECT FROM EACH 1:1 SESSION

  • Weekly sessions typically held over Google Hangouts or Zoom

  • 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

Make It

How it works

  • Step 1

    Schedule your complimentary 30 minute introductory session.

    In this call, you will:

    • Get a feel for how Jen coaches

    • Talk through your challenges and goals

    • Hear more details on approach, logistics and pricing.

  • Step 2

    After the intro call, Jen will recommend either of the programs above or propose a customized program tailored to your exact goals and needs.

  • Step 3

    If you decide to work with Jen and complete the initial engagement, clients tend to move forward in the following ways:

    Continue on a bi-weekly, monthly or quarterly basis for ongoing support and accountabilit

    Move to a more flexible engagement and book sessions on an ad hoc basis as new needs, goals and challenges come up

Schedule your complimentary 30 minute introductory session

HOW IT WORKS

 

step 1

Schedule your complimentary 30 minute introductory session.

In this call, you will:

  1. Get a feel for how Jen coaches

  2. Talk through your challenges and goals

  3. Hear more details on approach, logistics and pricing.

step 2

After the intro call, Jen will recommend either of the programs above or propose a customized program tailored to your exact goals and needs.

step 3

If you decide to work with Jen and complete the initial engagement, clients tend to move forward in the following ways:

  • Continue on a bi-weekly, monthly or quarterly basis for ongoing support and accountability

  • Move to a more flexible engagement and book sessions on an ad hoc basis as new needs, goals and challenges come up