targeted deep diveS
Pending your specific needs and objectives, one of these 1:1 mini goal-oriented programs may be better suited:
GOAL
“Financial adulting”
Gain / increase financial literacy
Get current financial situation vetted
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)
testimonial
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Job quitting preparation and assessment
Looking to quit job and want to ensure that you are doing so in a financially responsible / optimal manner
Evaluation and optimization of current money landscape to ensure that current $ is working as hard as it can for you
Maximization of current company benefits (including retirement) prior to leaving
Assessment of most optimal time to leave (taking into account company compensation structure and benefits)
Calculation of how long you can afford to take time off through identification of financial runway / burn rate
Estimation of future baseline salary range needed for potential next job to enable your ideal lifestyle
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Transition to Freelance / Entrepreneurship 101
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
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
TESTIMONIAL BLAH BLAH
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
“Not only did this program reveal that I was mindlessly spending and rarely saving, but it also highlighted that I do have an ability to make money in a unique way. “
“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 before I did, I trusted that she had done thorough research and had first hand knowledge.
“Before coaching, my perspective towards tracking money felt transactional versus a holistic relationship to time/energy. While I expected to learn about finances, we also worked through the root of my management of time and energy, such as: assessing jobs and salaries, visibility into burn rate during career exploration.”