CLIENT TESTIMONIALS

Disclaimer: For client confidentiality reasons, a client’s first name and last name initial are used.

"When I approached Jane for financial coaching in 2022 at the beginning of my retirement, I was very unhappy with my financial advisor.  Jane listened well to my concerns and goals and asked probing questions.  With her coaching,  I achieved my top financial goals, switched to a better financial advisor, and am less stressed because I know I can enjoy my retirement without running out of money!  Thanks Jane!" - Kent J

“Jane was easy to work with and took the time to understand our financial goals. She was empathetic to people’s struggles. We are thankful for her educating us on different investment asset classes and tax implications. Her Oct, 2022 webinar on “Make My Money Earn More $$ SAFELY!” was very insightful. We have become savvy investors and love to invest tax efficiently to build more wealth faster!” – Cindy P 

“I appreciate Jane's financial coaching style & giving helpful suggestions in diplomatically convincing ways.  As a young professional, I am debt free, saving to attend a top graduate school, and investing tax efficiently to build large retirement accounts (thanks to time value of money and compounding!).  With Jane's coaching, I am more disciplined in managing money which will benefit me greatly for years to come.” - Christina F

"As a financial coach, Jane has the heart of a teacher.  She is passionate about helping people by providing valuable money management tips to reduce debt and to make our hard-earned money work harder for us.  I paid off my credit card debts, get more return from a safe investment, and definitely have less financial stress.  I am grateful for Jane's help!"  – David M  

“Jane has been very helpful in my retirement planning.  I worry about not saving enough for retirement and the high cost of LTC health insurance.  Jane did the financial calculations factoring my risk tolerance and inflation; I now have savings targets to work towards. She provided valuable information on LTC insurance and then referred me to an insurance specialist.  Thank you very much Jane!” - Jenny Y

“Jane is knowledgeable and explained well ROTH IRA vs Traditional IRA, college savings plans, and different types of life insurances.  As new parents, we are grateful for her guidance in balancing different saving goals for ourselves and for our kid.” – Victoria G 

“Jane has a gift with money management. She shares her decades of expertise in an unbiased, non-judgmental way. You can learn a lot from her on how to secure your financial future and start healthy financial habits. Thank you, Jane!” – Michaela M