private 1-1 planning.
work one-on-one with jen to gain real financial freedom.
This customed and concierge planning is deep, guided review and organization of all your accounts, actionable goal-setting and focused financial planning and accountability. Along the way, you may uncover new accounts and ways save you significant sums of money. This is great for someone that wants high level of attention and guidance for their money.
With Jen lending her support and know-how each step of the way, you’ll find that managing your money is easier and far more rewarding than you could’ve imagined.
WHAT YOU GET
1-1 Sessions
Action Plan
Monthly Virtual Progress Reviews
Email & Phone support as-needed
Access to a premium financial platform, checklists, and other shared resources.
ARE YOU LOOKING TO
Cash flow + Spending/Saving Plan
Pay off High-Interest Debt
Save more for vacation
Buy a Home
Start a Business
Combine Finances with a Significant Other
Fund a Future Experience, Escape or Event
Achieve Financial Stability
SOUND LIKE YOU?
pricing.
The right advisor can pay for themselves many times over, the wrong one can do more harm than good.
While working for a Fortune 500 company, Jen observed clients regularly paying hundreds of thousands, even millions of dollars while lacking the right foundational tools to become truely confident with their financial journey. BASE takes a straightforward approach to coaching. Our valuable, actionable guidance will help you so that your money can work harder and faster for you.
contact for pricing
