Make smart & intentional decisions to give you what you want
ALIGN YOUR VISION & VALUES TO REACH YOUR GOALS
Feel confident you have enough, so you can enjoy your life
CLARITY OF YOUR CASHFLOW
Get your money to work as hard FOR you as you worked for IT
EFFICIENT & EFFECTIVE
USE OF YOUR MONEY
Know someone is working for you, on your behalf
YOUR OWN PERSONAL CFO
Become more educated so you are empowered in your finances
KNOW WHAT STEPS YOU SHOULD TAKE NOW
Reduce worry & overwhelm with purposeful strategies
Financial strategies designed to propel you towards your financial goals using personalized methods for your individual needs.
Exclusive group events to explore money strategies & techniques
Mobile app and personal website for financial goal tracking, budgeting tools and account balances using sophisticated aggregation.
Motivation for continued momentum toward each milestone.
SPEND & SAVE ACCOUNTS
Convenient cash management services to manage day-to-day finances. Flexibility with unlimited check writing, a VISA Platinum debit card, wire transfer services, direct deposit and online bill pay.
Helpful tools for you to discover the factors that drive your money decisions.
Professional asset management provides the ability to select from a vast universe of investments to create a portfolio customized to your needs and goals.
EXCLUSIVE ADVISOR ACCESS
Direct access to Jenne, your dedicated & trusted mentor, providing highly skilled feedback of your questions and life experiences, with expert guidance.
WHAT'S YOUR MONEY MOOD?
Take the quiz to learn the potential advantages and challenges of your Money Mood,
as well as specific action steps that will help you pursue your goals, transform your outlook and
make a tremendous impact on your life!