TARGETED DEEP DIVES

Pending your specific needs and objectives, one of these 1:1 goal-oriented programs may be better suited:

Financial Adulting & Vetting

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

Mindful Spending & Debt Management

If you are looking to gain control of your financial situation, develop a plan to tackle your debt and cultivate a healthier relationship with money.

Job Quitting Preparation & 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 switching from corporate or already on your own , but are unsure of how to effectively manage your business finances and what best practices are.

GOALS:

  • Gain / increase financial literacy

  • Get current financial situation vetted

Financial Adulting & Vetting

PROGRAM DETAILS:

  • 1:1 instruction of Personal Finance, Retirement and Investing 101 presentations with Q&A

  • Evaluation and optimization of current money landscape (assets, liabilities, retirement, investments)

Mindful Spending & Debt Management

GOALS:

  • Gain control of your current financial situation and understand where your money is going

  • Build and implement a comprehensive money plan that supports the life you want– tailored to align to your situation, goals and values 

  • Develop and implement plan to pay down debt by [x] timeframe

  • Cultivate a healthy relationship with spending and money in general

PROGRAM DETAILS:

  • Analysis and reflection of where your $ is going, including assessment of potential spending leaks and triggers

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

  • Recognition, reframe and transition of current money mindsets, behavior and habits towards spending mindfulness

  • Creation and implementation of a comprehensive money plan/system (including debt payoff plan) tailored for your situation, goals and values

Job Quitting Preparation & Assessment

GOALS:

  • You’ve dreamt about quitting your job and want to know if it’s even possible / how to make possible

  • You are ready to quit job and want to ensure that you are doing so in a financially responsible / optimal manner

PROGRAM DETAILS:

  • Financial health check evaluating current cash flow, expenses, debt and investments to ensure financial preparedness including:

    • Emergency fund assessment

    • Identification of any opportunities to make current $ work as hard as it can for you

  • Cash flow recalibration scenario planning factoring in reduced income, essential needs and potential other income streams

  • Calculation of how long you can afford to take time off through identification of financial runway / burn rate 

  • Formulation of exit strategy taking into account:

    • Maximization of current company benefits (including retirement) prior to leaving

    • Assessment of most optimal time to leave (factoring in company compensation structure and benefits)

Transition to Freelance / Entrepreneurship 101

GOALS:

  • Switching from corporate or have been on your own for sometime now, but are unsure of how to now manage your business finances and what best practices are

  • Looking to develop the skills you need to build a profitable + sustainable business and avoid the common pitfalls that many business owners encounter

PROGRAM DETAILS:

  • Establish and maintain separate systems for personal and business finances

  • Set-up of business P&L and bookkeeping system including tracking of your total and per-client income and business budget

  • Preparation for tax implications, including quarterly tax pre-payments and understanding of what business expenses can be tax-deductible

  • Guidance on how to navigate budgeting on an inconsistent income, health + business insurance and retirement account options

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

 

“Jen has a unique understanding of how financial planning can be frustrating for children of immigrants. I started the program with a lot of confusion and denial about where I was with my finances. Jen was was able to break down the basics of finances without the jargon. Her non-judgmental approach made it easy to be frank with her about where I was with my finances. By far, Jen has been the most knowledgeable, trustworthy and helpful financial coach I have worked with.”

—JULIE L.

FAMILY PHYSICIAN

“Jen did an excellent job helping me understand my spending and overall finances in detail. From evaluating the types of credit cards I was using, to assessing my everyday spend and retirement investments, she guided me on how to make the right adjustments so that I can put money toward the financial goals that were most important to me. I wouldn't have been able to accomplish the tasks needed without her help and holding me accountable throughout the process. I learned so much in our sessions and now feel really secure about my financial future thanks to her help!”

—CHRISTINA O.

SENIOR MARKETING PRODUCER

“I found it particularly helpful that Jen was able to share specific freelancer best practices and tips. Since she herself had gone through a similar transition from full-time to freelance, I trusted that she had done thorough research and had first hand knowledge.

I now have full visibility of how much I have in which accounts and how much I should be budgeting to spend on a day to day basis and how much I should be investing or putting into retirement savings. Especially since I am a freelancer, having this type of visibility and handle on my finances is very critical.”

—VERONICA C.

FREELANCER