You Don’t Need to Be an Expert
If you’ve ever felt like the financial world was built to keep you out, you’re not wrong. I’ve been there too.
That’s why I do things differently. I believe women deserve financial strategies that are clear, inclusive, and actually useful, not buried in jargon or only built for billionaires.
Whether you’re managing family money, thinking about a second career, or just want to stop feeling in the dark about your finances, I’m here to help you feel powerful, informed, and fully in charge.
You don’t need a finance degree. You just need to know enough to be dangerous.
Meet Jenn: The Mom Who Got Tired of Watching Smart Women Feel Lost
Helping women go from financial security to legacy wealth, with clarity, confidence, and no condescension.
I’m Jenn. Mom of two, Gen X spreadsheet nerd, and a woman who got tired of watching smart women feel lost when it came to real investing.
After years in risk management, I realized that women like me weren’t lacking intelligence, we were lacking access. So I built what I couldn’t find: practical, non-boring guidance for building, protecting, and optimizing your wealth without becoming a CPA.
I’ve made the mistakes, done the research, and now I’m here to make it simple for you.
The 4 Pillars of Wealth Strategy
(That No One Taught You in School)
Step 1: Position
Get clear on what you own, how it’s held, and what you’re building toward.
Step 2: Protect
Create airtight legal and tax structures, like trusts and insurance, to shield your assets.
Step 3: Optimize
Use smart tax strategies to keep more of what you earn and invest.
Step 4: Invest
Build wealth through aligned, intentional strategies, from real estate to passive income streams.
I Only Recommend What I Use Myself
When it comes to building real, lasting wealth, you don’t need more noise, you need real tools. I’ve partnered with a select group of experts and platforms I personally use to manage my own family’s wealth. From legal structure to investment strategy, these are my go-to allies for smart financial decision-making.
Want to Keep More of What You Earn, and Grow It Smarter?
My Legacy Wealth Guide shows you exactly how smart women are skipping Wall Street's one-size-fits-all advice and creating custom strategies for long-term freedom. It's your first step toward building a life, and legacy, you actually love.
Stop Feeling Behind. Start Building Ahead.
You’re smart. You’re motivated. And you’re ready to finally feel in control of your money. Let’s turn what you’ve built into a legacy, with less confusion and more clarity.
Got Questions? We’ve Got Answers!
Legacy wealth goes beyond just saving for retirement—it focuses on building assets that create long-term income, tax advantages, and generational impact. Unlike traditional investing, which often relies solely on 401(k)s or IRAs, legacy wealth includes strategies like real estate, tax-efficient investing, and business ownership.
Many financial advisors focus on traditional retirement plans and may not introduce you to advanced strategies. Understanding legacy wealth empowers you to ask better questions, make informed decisions, and explore opportunities that can grow your wealth beyond the basics.
No. While some women choose entrepreneurship as part of their wealth strategy, legacy wealth includes multiple paths—real estate, advanced investing, tax planning, and more. You can build legacy wealth whether or not you own a business.
Not at all! Everything I teach is designed to be approachable and easy to understand, even if you don’t have a financial background. You’ll learn step by step and gain the confidence to take action.
While saving in retirement accounts is smart, these accounts alone may limit your growth potential. Legacy wealth strategies can help you build additional income streams, reduce taxes, and create wealth that lasts beyond your lifetime.
No. You can begin with what you have. The key is learning how to position your existing resources strategically—whether that’s reallocating current investments, starting with a single rental property, or leveraging tax-advantaged tools.
I don’t provide specific investment advice. Instead, I give you the education, tools, and strategies you need to make informed decisions that fit your personal goals and comfort level.
I focus on simplifying complex strategies, making them approachable, and connecting you with a supportive community of women with similar goals. My goal is not just to teach you what to do but to give you the confidence to take action.
I am not a practicing financial advisor. In the past, I held both a Series 7 and Series 66 license while working in finance, but I no longer provide financial advice or manage investments. My role now is to educate and empower women by sharing approachable financial education and strategies I’ve learned from my professional background and personal experience. Nothing I share should be taken as personalized financial, legal, or tax advice—you should always consult with a qualified professional before making investment decisions.