A simplified method of clarifying finances and implementing strategies that can make a tremendous impact on your life.

MONEY MOODS®

Money T.A.L.K. for Women

PROGRAM GOALS

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 

AND ASSETS

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

LESS STRESS

METHODOLOGY

Financial strategies designed to propel you towards your financial goals using personalized methods for your individual needs.

COMMUNITY

Exclusive group events to explore money strategies & techniques  

TRACKING

Mobile app and personal website for financial goal tracking, budgeting tools and account balances using sophisticated aggregation.

COACHING

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. 

TOOLKIT

Helpful tools for you to discover the factors that drive your money decisions.

INVESTMENT MANAGEMENT

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!