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.
About Me
Is ThisYou ?
Is ThisYou ?
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 guide one toward clarity and command of their financial life, prioritizing the steps needed to get there while serving as a shoulder to lean on every step of the way.
Is ThisYou ?
Is ThisYou ?
Is ThisYou ?
- Important money management tasks are overwhelming.
- You are experiencing a major life transition.
- Fear about the future is affecting your ability to enjoy your money.
- You don't have a productive relationship with a Financial Advisor, CPA or Estate Planning Attorney.
- You're stepping in to care for your aging spouse, parents or grandparents.
- You are ready to learn how to focus your money energy in a more powerful, meaningful way.
My Process
Is ThisYou ?
My Process
Financial Coaching first helps you to organize and understand your financial data, provides education as needed, and then serves as your own personal financial quarterback who brings comfort and confidence to your financial decisions. This can take place in person or by Zoom, by appointment only.
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.