About My Practice
Lee Financial is a personal financial services firm focused on helping our clients achieve security, success, and fulfillment in all aspects of their lives. We accomplish this by providing comprehensive financial planning and investment portfolio management services through an ongoing process we call WholeVision™. In addition to advising you on financial matters, we work closely with you to establish goals for personal growth and fulfillment, managing your financial planning needs and opportunities around your vision.
From retirement and education planning to cash flow analyses and tax strategies, our Capital Strategy Team will lead you through our comprehensiveWholeVision™ process. Your team will help you set and achieve personal and financial goals while assessing risk and helping you plan for unexpected events. In this way we help you manage your entire financial picture - present and future.
We provide comprehensive financial planning and customized investment management that changes with our client's lives. Our team of talented professionals provides a wide array of services including:
- Goal development and tracking
- Balance sheet development
- Portfolio management
- Cash flow planning and budgeting
- Insurance review, including life, property & casualty, disability, long-term care, and health care
- Income tax review
- Financial independence/retirement planning
- Legacy development/estate planning and wealth transfer
- Education and specific goal/need planning
- Charitable foundation management and charitable giving
- Business development and succession planning
Please visit us at our website www.leefin.com.
Jenny is a Capital Strategist and has been with the firm since 1997. As part of the Capital Strategy Team, Jenny helps clients meet their financial planning goals and transition through life events. She has accumulated extensive experience by advising on a broad array of topics including estate planning, cash flow, retirement, human capital, education, tax, risk management, and insurance.
Prior to joining Lee Financial, Jenny received a Bachelors of Business Administration degree in Finance from Texas A&M University in 1997, graduating Summa Cum Laude with University Honors. She was awarded the Certified Financial Planner certification in 2002 and holds a Series 65 Investment Advisor License. She is a member of the Dallas/Fort Worth Financial Planning Association.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
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.
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