I design financial plans that are clear, functional, and thoughtfully coordinated with how you live and work.
About Jaclyn
I am a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional.
I guide individuals + families through complex financial decisions, helping them feel more confident about their future.
Years of Experience
in Wealth Management
Industry Credentials
and Certifications
Customized Plans +
Portfolios
Clients
Who I Work With
Individuals + Families in various life stages
Services
What I do
I offer comprehensive planning that includes the following
/01
Financial Planning
I design personalized financial plans that incorporate investments, cash-flow, insurance, risk management, estate planning, and tax considerations, in coordination with your priorities and goals.
Holistic planning · Financial guidance
/01
Financial Planning
I design personalized financial plans that incorporate investments, cash-flow, insurance, risk management, estate planning, and tax considerations, in coordination with your priorities and goals.
Holistic planning · Financial guidance
/02
Investment Management
I can create and manage investment portfolios that consider your goals, priorities, circumstances, risk tolerance and time horizon.
Investing · Asset Allocation · Retirement Accounts
/02
Investment Management
I can create and manage investment portfolios that consider your goals, priorities, circumstances, risk tolerance and time horizon.
Investing · Asset Allocation · Retirement Accounts
/03
Ongoing Advice
I am available to walk you through your investments and plan questions. Buying a new house, switching careers, and considering retirement are just some of the events that prompt discussion.
Financial Questions· Life events · Transitional Stages
/03
Ongoing Advice
I am available to walk you through your investments and plan questions. Buying a new house, switching careers, and considering retirement are just some of the events that prompt discussion.
Financial Questions· Life events · Transitional Stages
/04
Professional Coordination
I work alongside your existing team of professionals: CPA/tax preparer, estate planning attorney, mortgage broker, etc. to coordinate your plan. If you don't have a team of pros, I can help you build one.
Joint Calls · Collaborative Meetings
/04
Professional Coordination
I work alongside your existing team of professionals: CPA/tax preparer, estate planning attorney, mortgage broker, etc. to coordinate your plan. If you don't have a team of pros, I can help you build one.
Joint Calls · Collaborative Meetings
Process
How I Work
I follow a clear process with the goal of keeping every step simple, structured, and easy to manage.
/01
Discover
I get to know your current financial situation, lifestyle, and income requirements.
/02
Define
I get to know what your priorities are and get clear on your goals.
/03
Development
I create your plan and present it for your review and any revisions.
/04
Execution
I facilitate implementing your plan with you, including your customized investment allocation.
Process
How I Work
I follow a clear process with the goal of keeping every step simple, structured, and easy to manage.
/01
Discover
I get to know your current financial situation, lifestyle, and income requirements.
/02
Define
I get to know what your priorities are and get clear on your goals.
/03
Development
I create your plan and present it for your review and any revisions.
/04
Execution
I facilitate implementing your plan with you, including your customized investment allocation.
Process
How I Work
I follow a clear process with the goal of keeping every step simple, structured, and easy to manage.
/01
Discover
I get to know your current financial situation, lifestyle, and income requirements.
/02
Define
I get to know what your priorities are and get clear on your goals.
/03
Development
I create your plan and present it for your review and any revisions.
/04
Execution
I facilitate implementing your plan with you, including your customized investment allocation.
Background
Education
Financial Planning Certificate
Educational coursework to sit for the CERTIFIED FINANCIAL PLANNER® exam
"This multi-year program gave me the foundation for holistic planning with clients."
2022
Bryant University
Financial Planning Certificate
Educational coursework to sit for the CERTIFIED FINANCIAL PLANNER® exam
"This multi-year program gave me the foundation for holistic planning with clients."
2022
Bryant University
Ready to chat with Jaclyn?
Let’s start a conversation
Ready to chat with Jaclyn?
Let’s start a conversation
Ready to chat with Jaclyn?
Let’s start a conversation