Modern Family Finance

My partner and I have been working with Jenni for the past year and a half and have had a great experience. Neither of us had ever worked with a financial planner before and didn't really know where to start. In our time working with Jenni, she really helped us to figure out our goals and then start taking action. It's also great to have her for all of the one-off questions we had around company stock and tax questions. Jenni is unique because she comes from the tech industry, so she understands our careers and the work culture. I appreciate that she's a fiduciary, so she works in our best interest and is not trying to sell us anything. My partner and I highly recommend working with her, especially for anyone coming from tech or new to financial planning.

My partner and I have been working with Jenni for over two years now and have loved working with her. We first met when we were wanting to carve out a new plan for our financial future and didn’t know where or how to start this process. We wanted more freedom in our lives to potentially live abroad or have one of us not work, but we didn’t know if this was financially feasible and didn’t have any confidence in making decisions in this area. We also wanted our money to be more aligned with our values and invested more in organizations we cared about. Jenni had us come up with our own values statement about what we are hoping money could support doing in our lives, to live our best lives. She refers to that often, making sure our financial work is aligned with our social and spiritual priorities. This is something quite unique and we feel sets her apart. Our work with her has been life changing. She is highly engaged, thorough, a clear communicator and 100% committed to your success, as you define it for yourself. We highly recommend her services.

I enjoy working with Jenni because she's in a similar phase of life and can relate to my family's financial goals. My husband and I have three young kids, so we have very limited free time or interest in learning about stocks. Jenni has helped us to clarify our financial goals, set up systems that make our money work for us without thinking about it, and made us feel overall less anxious about money. She's someone you can trust, and we highly recommend her.