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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.

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Book your Wealth Steps Consultation

Wealth Steps is a company sponsored financial wellness program that introduces employees to essential personal finance concepts from a unique balance sheet perspective.

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<b>Reserve an initial "Financial Wellness" consultation</b>

Reserve an initial "Financial Wellness" consultation

Financial Wellness is an integrated approach to financial planning that encompasses over 18 areas of your financial life.

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<strong>Jenevieve Lenz, MBA&#160;</strong>

Jenevieve Lenz, MBA 

Wealth Management Advisor
12110 Sunset Hills Road Suite 340
Reston, VA 20190 
Office: (703) 476-5700
Direct: (571) 375-8040
jenevieve.lenz@ffgadvisors.com

Book a Call or Initial Consultation

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.

AREAS OF FOCUS:

The Living Balance Sheet&#174;&#160;

The Living Balance Sheet® 

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Wealth Management

Wealth Management

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Financial Wellness in the Workplace

Financial Wellness in the Workplace

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Business Strategies

Business Strategies

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Personal Strategies

Personal Strategies

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Retirement Planning

Retirement Planning

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Risk Management

Risk Management

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Key Person Planning

Key Person Planning

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Investments

Investments

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College Funding &#38; Planning

College Funding & Planning

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Tax Mitigation Strategies

Tax Mitigation Strategies

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Employee Seminars

Employee Seminars

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ABOUT

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.

Is it time to schedule your annual review or spend some time examining your finances? Fill out this form to Schedule a Financial Review with Jenevieve.

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Jenevieve Lenz is a Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). OSJ: 7101 Wisconsin Ave., Suite 1200, Bethesda, MD 20814,301-907-9030. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representatives of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. First Financial Group is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal or accounting professional regarding your individual situation.


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