Give a man a fish and you feed him for a day. Teach him how to fish and you feed him for a lifetime"

My name is Jen and I am so glad you're here! My career in finance chose me nearly 20 years ago. Over that time, I have guided thousands of people to their ultimate goal of homeownership and beyond. I learned along the way that the thing that brings me the most joy is being able to impact someone’s life in a lasting and meaningful way. 

 You don't have to be wealthy to have a plan.

Scrolling through social media, I would see person after person posting about a difficult financial situation or a person who felt trapped in their current situation because of a lack of financial resources or know-how. Comments about job losses, unaffordable housing, inflation, childcare, caregiving, retirement (or lack thereof) took over my feed and my headspace. All of this lit a fire inside of me to do more for my community - people who are trying to manage their family, their aging parents, all while trying to keep up with the latest Pinterest or TikTok trends are drowning in worry and debt. 

As someone who has always been fascinated by money, I have researched and tried many different approaches to finances over the years and often they didn't stick because they were just too complicated or time consuming or, as is often the case, they didn't address the root of the problem. I felt like I was on one of those yo-yo diets and we all know how that ends! I finally figured out a plan that was doable ... annnnnnd then life happened and the gaps in my plan were glaring back at me. 

Within 2 years, I lost both of my parents to cancer. Six months after losing my Mom, I was diagnosed Breast Cancer. I had to take leave from work for a few months and it would take months beyond that to ramp my business back up. As the bills mounted, it became painfully obvious that I had underestimated my financial "worst case scenario". It was a challenging time and one we're frankly still rebuilding from, but it gave me the perspective I needed to ensure we'd never be in that position again. I've learned many hard finance lessons along the way and it's my mission to turn those tough times into something that can benefit you!