Individuals

Have Money Questions?

We all need money to help us take care of our families and achieve our dreams. Get the support you need from a trustworthy, friendly, experienced money expert. I will teach you the skills and knowledge you need for success. With over 15 years experience I have helped thousands of people achieve their dreams and I can help you too.

Ages 8-88

I help people of every age build their financial literacy and take their next step.

Beginner to Expert

My content is tailored to your current knowledge level and goals to help everyone.

Individuals & couples

Whether you want to learn for yourself or together with a partner we can help you.

Open Gym

Open Gym

the help you need

How can I best help you? Let me know what you are looking for and I will personally connect with you.

questions

about money answered

account reviews

for additional opportunities

financial wellness

for long-term success

What Our customers say

Jennifer was able to help me create a budget that would reduce student debt and allow me to live the life I wanted.

Vanessa

When we have financial questions, we always ask Jennifer. She is experienced, trust-worthy and makes finances fun.

Luis and Veronica

I am here for you

Just getting started

Do more than sign up with Robinhood or Acorns. Get expertise beyond advice from friends or parents. I can help you get started with guidance to help you avoid costly mistakes. Popular topics include:

 

 

  • College financial package review
  • Study abroad financial preparation 
  • Company benefits review
  • First time investors
  • ROTH IRAs
  • Brokerage accounts
  • Credit
  • Compounding
  • Spending plans

Reviewing plans

You have a 401(k) and a brokerage account but you want to make sure you aren’t missing anything. Contact me for account reviews, long-term planning, and strategies without a sales pitch or a reoccurring fee. 

 

 

  • Account review
  • Organizing accounts and strategies
  • Account consolidations
  • Optimizing within your options
  • Picking the best accounts for your goals
  •  Preparing for transitions and life-changes

achieving your goals

Whether your goal is to eliminate debt and stop the debt cycle, or to make your money work harder for you I can help you achieve your goals. In demand topics include:

 

 

  • Retirement readiness
  • Healthy money habits
  • Advanced investing
  • Financial wellness

Jennifer Sahady