About My Practice
Our world-class programs powerfully equip action-oriented people to take charge of their finances.
We do that by diagnosing your challenge, eliminating obstacles, and by executing a customized action plan in a safe and open environment.
You become the Master of your money!
Our solutions are most beneficial for the average person who is feeling financially-challenged, is undergoing a life transition, or who just wants to be sure that they are on the right track.
We do not have income or asset minimums and we have methods of payment that work for everyone.
Call us or email to set up a complimentary meeting. We will go into more detail about your financial challenge and see how our programs best fit.
Jennefer is a CERTIFIED FINANCIAL PLANNER™. She counsels professionals, business owners, couples, and single parents in making smart and healthy financial decisions.
Hundreds of people have come to Jennefer looking for answers to questions such as:
- Are we doing the right things to earn, save, and grow money?
- Is our family protected in ways that make sense?
- Am I on the right track toward meet my goals (starting a family, changing careers, relocating, retirement, purchasing a second home)?
A career changer, an entrepreneur, and a working parent, Jennefer experiences firsthand the demands, challenges, and opportunities that present themselves in one’s personal, professional, and financial life. She provides guidance that helps you navigate through the financial aspects of a change.
Jennefer provides a fresh perspective and helps you filter the massive amount of information available so that you have solutions that are applicable for you and your life.
With increased confidence and Jennefer at your side, you will feel well-equipped to handle any financial challenge that you are faced with. You will have a feeling of pride and a sense of accomplishment as you take the actions you know you need to take. And you will see positive results.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance: CO, IL, VA, Health/disability insurance: CO, IL, VA, Fixed annuities: CO, IL, VA, Variable annuities: CO, IL, VA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.