Peace of mind comes from knowing you have the right team members working with you to ensure the most desirable result rather than the easiest or fastest solution.
Jayn completed her CFP training with The College For Financial Planning and blends the financial knowledge she gained as a Financial Advisor with coaching skills enhanced through the Coach Training Program at The Academy For Coaching Excellence.
Her greatest skill is the ability to help you clarify your goals, prioritize the steps needed to get there and serve as a shoulder to lean on every step of the way.
Financial Coaching is about meeting you where you are, providing education where needed and assisting you in achieving your desired results by supporting and motivating you to take action. This can take place in person or by Zoom, usually weekly or as needed.
Financial Management Services would likely be more hands-on and may involve meeting with other financial, legal or tax professionals to guide you through whatever challenges life is throwing at you.
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