Retirement is about protecting your current and future cash flow, not a collection of products. Let's discuss the co-creation of your results-oriented plan based on your unique goals and objectives.
Wealth Steps is a company sponsored financial wellness program that introduces employees to essential personal finance concepts from a unique balance sheet perspective.
Financial Wellness is an integrated approach to financial planning that encompasses over 18 areas of your financial life.
Wealth Management Advisor12110 Sunset Hills Road Suite 340Reston, VA 20190 Office: (703) 476-5700Direct: (571) email@example.com
Your overall financial wellbeing is very important to me. As a daughter of three generations of entrepreneurs, I understand the pitfalls that professionals and small business owners face. The holistic balance sheet approach I use enables me to conduct a "Financial MRI" for you. With this technique, I identify holes in my client's current personal or business plan and advise them on improving the financial health in all areas.
My team and I can help you analyze your financial balance sheet, which includes both investments, insurances, and cash flow protection from every possible angle. I then connect you with key professionals to provide tax optimization support and estate planning protection to optimize your success. It's your future and your cash flow, both presently and in retirement that matters. Your overall financial wellness and success is my main priority.
Jenevieve approaches her work with passion and a desire to educate and help her clients develop a customized financial plan that works today, as well as in the future.
She helps her clients create a clear results-oriented plan for the future based on each client’s unique goals and set of resources. This takes an understanding that the best financial plan is a process built on strategies, not a collection of products. Working with Jenevieve and her team, you will appreciate the thorough and personal care you experience, and the time taken to understand and support you and your family.
She understands that valuable client relationships are built on trust and time, and that each client’s plan should support family values, as well as their lifestyle and retirement goals.
In addition to her work as a financial advisor, Jenevieve is dedicated to giving back to the community and education of women and the next generation. She has given financial education lectures at local organizations, including Girl Scouts of America and George Mason University.
She lives with her husband, two daughters and their rescue dog in Herndon,VA.
Once Upon a Goal
Don’t Myth Out on Whole Life
Don't Buy The Hype
Risk Tolerance: What’s Your Style?
Not Your Parents’ Finances
What’s Your Investment IQ?
Principles of Preserving Wealth
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our complimentary ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."