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
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
FAQ
Your Questions, Answered
Find quick answers to the most common questions about my services and process.
I’m balancing a lot, how can you help me connect the pieces of my financial life?
I help you bring your financial decisions into focus, whether you’re building a business, growing your career, or caring for family. Together, we’ll identify your priorities and connect what you need today with what you want for the future.
Can you help me navigate a major life change?
Yes. Whether you’re navigating divorce, losing a partner, or changing careers, we’ll work through what needs attention now and what can wait. We’ll approach your next steps at a pace that feels manageable.
Do I need to have everything figured out before reaching out?
You don’t need organized finances or clearly defined goals to start a conversation. Bring your questions, concerns, or curiosity, and we’ll figure out where to begin together.
What does working with you look like?
We’ll start by getting to know each other and, if we’re a fit, build a financial plan around your priorities with clear next steps. As your life changes, we’ll revisit your plan and adjust together.
How will we know if we’re a good fit?
Our first conversation is a chance to share what you’re looking for, ask questions, and get a feel for how I work. We’ll explore whether my approach and experience match the support you need.
FAQ
Your Questions, Answered
Find quick answers to the most common questions about my services and process.
I’m balancing a lot, how can you help me connect the pieces of my financial life?
I help you bring your financial decisions into focus, whether you’re building a business, growing your career, or caring for family. Together, we’ll identify your priorities and connect what you need today with what you want for the future.
Can you help me navigate a major life change?
Yes. Whether you’re navigating divorce, losing a partner, or changing careers, we’ll work through what needs attention now and what can wait. We’ll approach your next steps at a pace that feels manageable.
Do I need to have everything figured out before reaching out?
You don’t need organized finances or clearly defined goals to start a conversation. Bring your questions, concerns, or curiosity, and we’ll figure out where to begin together.
What does working with you look like?
We’ll start by getting to know each other and, if we’re a fit, build a financial plan around your priorities with clear next steps. As your life changes, we’ll revisit your plan and adjust together.
How will we know if we’re a good fit?
Our first conversation is a chance to share what you’re looking for, ask questions, and get a feel for how I work. We’ll explore whether my approach and experience match the support you need.
FAQ
Your Questions, Answered
Find quick answers to the most common questions about my services and process.
I’m balancing a lot, how can you help me connect the pieces of my financial life?
I help you bring your financial decisions into focus, whether you’re building a business, growing your career, or caring for family. Together, we’ll identify your priorities and connect what you need today with what you want for the future.
Can you help me navigate a major life change?
Yes. Whether you’re navigating divorce, losing a partner, or changing careers, we’ll work through what needs attention now and what can wait. We’ll approach your next steps at a pace that feels manageable.
Do I need to have everything figured out before reaching out?
You don’t need organized finances or clearly defined goals to start a conversation. Bring your questions, concerns, or curiosity, and we’ll figure out where to begin together.
What does working with you look like?
We’ll start by getting to know each other and, if we’re a fit, build a financial plan around your priorities with clear next steps. As your life changes, we’ll revisit your plan and adjust together.
How will we know if we’re a good fit?
Our first conversation is a chance to share what you’re looking for, ask questions, and get a feel for how I work. We’ll explore whether my approach and experience match the support you need.
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