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WHAT BASE IS ALL

about.

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your capital confidant

WE BELIEVE IN THE POWER AND PRICELESSNESS OF FINANCIAL EDUCATION.

But, there’s both a foundation to build and a mindset to shift in order to create a stable, monetary success cycle. That’s where BASE comes in – with an unbiased approach to money management coaching that’s entirely unlike your typical financial advisor. We understand there’s a lot of emotion attached to money. Buying a home, planning a wedding, welcoming a baby into the world… these major milestones in life are incredibly emotional – and best entered into with sound peace of (financial) mind.

BASE’s goal-oriented approach starts by demystifying the heavy jargon that makes  financial management so overwhelming and digging through all your assets, accounts, budget, and conscious spending. With a higher level of financial literacy, and a partner by your side, you’ll rely less on those ‘accredited advisors’ – who don’t have you best interests at heart – and be able to ask the right questions, understand your accounts and plans, and implement small changes to make your money work for you. What’s better than putting an end to hidden fees on a financial plan and moving that money to your next ‘vacation fund’ instead?

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from  FORTUNE 500 FINANCIAL ADVISOR TO MILLIONAIRES MONEY COACH

Hi, I'm Jen.

Founder of BASE, Financial Management Coach, and an outdoorsy, adventure-loving millennial like you.

SEVERAL YEARS AGO

at the outset of my own financial journey, I started asking the questions: how do you talk to a financial advisor? Which qualifications do you look for? What resources exist to help me? No one would talk to me. Not even my parents’ financial advisor – because I was a small financial fish in a big pond. So, as any ambitious problem-solver would do, I affirmed to navigate and understand money management myself.

 

my goals:

1. Pay off debt, 2. Merge finances with my partner, and 3. Plan my perfect wedding. Also, stop to rest and go on a vacation along the way.

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.
ready

TO KICKSTART YOUR FINANCIAL SUCCESS?

I WORKED

overtime to get the necessary certifications that makes one a financial advisor and secured a job at a large, Fortune 500 brokerage firm. Here, I learned a ton about the industry, but also had a window into a world where no one worked for their clients’ benefit. It was a game of getting the next commission, which meant working with ‘wealthy’ individuals – those with smaller bank accounts, like myself, were largely ignored.

I DECIDED

Jen

the most impactful way to use my experience and knowledge was to be that unbiased financial coach for others that I had been searching for years before. So, I developed the BASE Planning Program to be a bit more human – providing actionable steps to financial ability in order to achieve personal goals, and shifting your whole mindset around money along the way.

Together, let's create opportunity for more of #themoneymoments in your life. 

testimonial.

"This past season Brandeis Women's Soccer had the opportunity to have Jen speak with our team. It was such a great opportunity for our young women to learn more about their personal finances. Jen is incredibly knowledgeable and really engaged with our student-athletes. She made everything very understandable and clear. Not only did they learn a ton, but they also had fun doing it. We loved working with Jen and are excited to have her as a resource for our program!"

BRANDEIS WOMEN'S SOCCER TEAM

Weston, Massachusetts

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