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Jenn S

CFP®

Omaha, NE

Find Your FI

There's no need to guess on your next step towards financial independence (FI). Get help designing the best plan for your money and guidance to gain confidence in achieving your dreams. You deserve a simple-to-understand financial life plan, tailored to you, and a dedicated guide to answer your questions and keep you accountable. It took a lot of trial-and-error to grow my financial health. You don't need to struggle as much as I did. I would be honored to be your financial guide so that you can have financial peace of mind sooner rather than later. If you're not sure where to start, or are tired of trying to figure out what’s next on the path to FI, my coaching-centric approach to financial planning will be a relief. You will get organized; gain clarity on your values, goals and dreams; and learn how to intentionally manage your money now and for the future. Along the way, I will be your dedicated financial coach and planner to guide you through the process, answer your questions, and keep you accountable.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Gen X (Born 1965-1980)
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