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by Jessica Jones


LADIES UNITE
Ever been 'mansplained' something?
Yeah, me too.
Ever been talked past/over/around in a financial decision-making situation?
Uh, yep.
Love men, but tired of the patriarchy?
OVER IT.
I have met with so many women who have told me stories about not being taken seriously, or not even knowing where to start on their financial planning journey.
I'm not your Grandpa's Financial Advisor.
Here, there's a lot of practical tactical strategy, goal talk, and education.
AND there's also a whole lot of money mindset, limiting belief release, FU fund freedom, and bad babe quantum leap $$$ celebrations as well.
You are unique and you are so worth it!
Money is FUN. Creating Wealth is FUN. Doing things you love to do is FUN.
You can do it!
Cheers to your Health and Wealth!
Jessica, Founder and CEO
Securities Licensed Financial Advisor specializing in Retirement Planning

I am a Fiduciary. What does that mean to you?
A fiduciary is someone who is legally and ethically required to act in another person’s best interest. This means putting your needs first, being honest and transparent, and always acting with integrity and trust.
As an investment advisor through a Registered Investment Advisor (RIA), I follow the fiduciary standard. That means I’m legally obligated to:
Put your interests ahead of my own
Provide objective, unbiased advice
Clearly disclose all fees and any potential conflicts of interest
My goal is simple: to help you make financial decisions that align with your goals and values—not someone else’s agenda.

CLIENT LOVE

RESOURCES

CONNECT WITH ME
Got money questions?
I’m here to help. Let’s clear up the confusion and make a plan that aligns with your values and goals.
Reach out today to take the next step with your finances.