Jenevieve Lenz, MBA
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 an 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.
Areas of Focus:
- The Living Balance Sheet® Utilization for Improved Lifestyle
- Wealth Management
- Financial Wellness in the Workplace
- More Effective Savings and Cash Flow Concerns
- Retirement Planning
- Disability Income Insurance
- Business Planning
- Personal Financial Planning
- Risk Management
- Key Person Planning
- Wealth Protection & Wealth Distribution
- College Funding & Planning
- Tax Mitigation Strategies
- Portfolio Management
- Cash Flow Planning
- Employee Seminars
What LBS Clients Say - Overview
Innovative thinking & advanced web technology to help you achieve financial balance.