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services.

When it comes to money management, having a guide that’s honest-to-goodness makes navigating the nuances much more, well... manageable! Either through individual coaching or our corporate program, BASE offers essential education and real support through some of the most important areas of finance – and life.

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private 1-1 planning.

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corporate workshops.

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Coaching

PRIVATE COACHING

one-on-one sessions with Jen to gain real financial freedom.

The initial 6-month strategic program offers a deep, guided review and organization of all your accounts, actionable goal-setting and focused financial planning. Along the way, you may uncover hidden fees lurking on financial plans that’ll save you significant sums of money, or simply learn the basics of budgeting and cash flow plans – based on your conscious spending habits.

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

Initial Planning Session 

12-month BASE Financial Action Plan

Monthly Virtual Progress Reviews

Email & Phone support as-needed

ARE YOU LOOKING TO

Create a Spending/Saving Plan

Pay off High-Interest Debt

Understand 401K

Retirement Planning

Investing

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?

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pricing.

BASE is disrupting the financial management industry with honest advising. While working for a Fortune 500 company, Jen observed clients regularly paying hundreds of thousands of dollars with no visibility and very little face-time with their financial advisor. A convoluted pricing structure makes that possible. Instead, BASE takes a straightforward approach with a flat fee for the initial 12-month kickstart program, followed by ongoing, retainer-based financial planning. Our fee-only payment structure comes with no commissions or kickbacks, only the utmost transparency and valuable, actionable guidance you can get.

contact for pricing

Workshop

CORPORATE WORKSHOPS

employees are your biggest asset.

A recent retention analysis found that when an organization offered a financial wellness program, there was an 18.8% increase in retention rate across both salaried and hourly employees, as well as nearly $2M in annual savings for every 1,000 employees. Moreover, 60% of employees say that they’re more committed to their employer and more productive in their role when that employer shows a commitment to their financial wellbeing.

Offer your employees the opportunity to achieve financial wellness. Through these specialized workshops, Jen simplifies the understanding of everything from benefits programs to cash flow plans. Each short seminar provides essential, easily digestible information that will empower your employees both personally and professionally. Offered as one-time workshops or a complete financial wellness course.

WHAT YOU GET

Seminar(s) taught by Jen

Virtual or local, in-person option

Full range of financial management topics

Foster an inclusive & empowered workforce

Can be included within an employee benefits package

Signature Workshop: starting from $675

TOPICS COVERED 

Benefit Training

Cash Flow Management

Retirement Planning

Tax Literacy

Savings/Protection Plans

Important Documentation

READY TO EMPOWER YOUR EMPLOYEES

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