Testimonials & Reviews
What People are Saying

"I am extremely grateful to have had the opportunity to connect with Jennifer. She offered such valuable advice and insight, which provided me with the much needed guidance I had been seeking. She also helped me feel seen and heard as a person, and inspired me to take action to improve my financial situation. I hope she knows how much she and the work she does are truly appreciated!"
— Maria A.

"When working with Jennifer, before I realized it, I felt myself comfortably describing my financial life circumstances what led me to my financial predicament.
Jennifer listened patiently and respectfully, and responded with multiple points of wisdom and reassurance..
It felt very hard, but I was able to shed a few seconds of healing tears. Jennifer remained compassionate and focused as we worked to outline next best steps.
I look for to working with Jennifer again, as I continue to work towards a more healthy relationship with my finances and self esteem. "
— Tanya W.

"Jennifer, I am so grateful for your advice and kind understanding. I felt very alone in my mess but you made me feel noticed and understood. I believe with your tools and kind guidance, I’ll be able to get back control over my finances and my life. Thank you so much."
— Penny R.

"They took the time to explain all my options and helped me create a solid plan for my business succession."
— Lisa P.

"Great service and attention to detail. I now have peace of mind knowing my affairs are in order."
— Scott D.
Working to help you have a healthy relationship with money
To us, it's not about how much you have in the bank, it's about how confident and secure you feel about your financial situation.