Modern Family Finance

I have never really had a financial education, and having ADHD has made it difficult for me to learn how to manage my money. I had a consultation with Jennifer this week and in 30 minutes, I literally understood more about my finances than in my entire life. She was so knowledgeable and yet down to earth and easy to understand. I hung up so motivated and empowered and already made significant and impactful changes! I cant recommend Modern Family Finance enough.

My partner and I have enjoyed with working with Jenni this year. She's helped us grow our financial literacy and get our financial house together, and it's been tremendously valuable, both strategically and tactically. She developed a clear financial plan for us, and during our time together we took many steps to bring our financial world into alignment with how we live and what we want. I really appreciate the energy and enthusiasm she brings to her work.

My partner and I have been working with Jenni for the past year and a half and have had a great experience. Neither of us had ever worked with a financial planner before and didn't really know where to start. In our time working with Jenni, she really helped us to figure out our goals and then start taking action. It's also great to have her for all of the one-off questions we had around company stock and tax questions. Jenni is unique because she comes from the tech industry, so she understands our career

I enjoy working with Jenni because she's in a similar phase of life and can relate to my family's financial goals. My husband and I have three young kids, so we have very limited free time or interest in learning about stocks. Jenni has helped us to clarify our financial goals, set up systems that make our money work for us without thinking about it, and made us feel overall less anxious about money. She's someone you can trust, and we highly recommend her.

Transitioning from the tech world to follow my passion for teaching felt like a leap of faith, one I never imagined taking. Through years of contemplating life after Tech, teaching always lingered in the back of my mind. Working alongside Jenni, we delved into my financial plan and life aspirations, and her persistent encouragement propelled me closer to my own passions until they became attainable. Jenni's inspirational journey from the tech industry to pursuing her passions served as a guiding light, and

Jenni helped me craft a vision and execute a plan to leave my secure tech job, take a six month sabbatical and pursue working as a freelancer. Working with Jenni gave me the peace of mind and the confidence to take time off and forge a new path. She knows what it's like to go through this journey of shifting careers and living abroad. I appreciate that she's a woman, a person of color, and queer. I trust her and I absolutely recommend her services to others!

I reached out to Jenni when I was making the transition to becoming self-employed. I was feeling overwhelmed managing my finances and felt like I was not doing a good job budgeting or saving. Jenni has been so easy to work with. She helps me simplify the process and really takes the time to talk through things so I?ve been learning a lot. The regular 1:1 meetings are so helpful for me. I feel much more confident working with her than my previous bank and trust that she's helping me to invest my money in a

I reached out to Jenni after I unexpectedly lost my spouse and had to take care of my young kids on my own. Jenni became the Personal CFO of my finances, helping me to navigate complex paperwork in a time of overwhelming grief. I feel like Jenni is a peer, a real human being who has my back. She understands my phase of life because she is also a mom, and in addition she knows all the numbers and brings lots of tools. She takes a very holistic approach to our work together and talks to me about finances in

My partner and I have been working with Jenni for over two years now and have loved working with her. We first met when we were wanting to carve out a new plan for our financial future and didn?t know where or how to start this process. We wanted more freedom in our lives to potentially live abroad or have one of us not work, but we didn?t know if this was financially feasible and didn?t have any confidence in making decisions in this area. We also wanted our money to be more aligned with our values and i

Jenni has been working with my partner and me for over a year as we plan for major career changes and a new adventure living outside of the USA. Jenni's support has been integral in this transition and we wouldn't have felt comfortable moving forward with our plans if it weren't for her. Before working with Jenni we would daydream about making a change but the conversations would never progress far past the question "How much money do we need to make this feasible?" Living in a culture built on scarcity an

My partner and I were feeling stuck in the grind of Bay Area life, and wanted help figuring out a plan to get to a point where we can stop worrying about income and start enjoying life. We really appreciate how Jenni gets the bigger picture of it all. She's helped us put money into the context of our lives. We've had two other prior advisors, and she's been the only one that has talked to us about money in this way. We appreciate how down to earth and real Jenni is. She's also very focused, responsive, an

I reached out to Jenni to help me plan for starting a family and taking some time off. What I found most valuable about our work together was how it helped me get more disciplined about managing my company stock and money. I tell friends it's like having a fitness coach - you could try figuring it out yourself, but if you have someone to help, you are much more strategic and diligent. In the past when big decisions came up, like buying a house or exercising stock, perhaps I could have done things a bit bett

My partner and I have been working with Jenni now for about a year and half -- she has been excellent in all ways. We have been doing the basic things with our finances, but we didn't have any confidence that we could do things that we dreamed about -- maybe living or retiring internationally, buying a Spanish hacienda, or taking a sabbatical to explore remote work. Through her excellent coaching sessions, we have gained confidence financially that we can do all of these things. Jenni and Lisa live their

As LGBT newlyweds about to become new parents in 2020, contemplating buying a new house, and starting a new job in a new city, my wife and I really needed some financial therapy to help us navigate the transition amidst the pandemic. Are we going to be able to afford the fertility process? Could we take time off while our future kids were young? Should we buy life insurance? What can we do to save on taxes? Will we ever afford a vacation home? These were all questions we felt buried by. Even though my comp

I started coaching with Jenni and Lisa after attending one of their workshops. I wanted some help to financially plan as I was getting married this year. Jenni helped me understand my retirement benefits from my job and how to make the most of my money. Lisa then did some sessions with my wife and I together to talk about our spending plan. It was helpful to engage with another couple and learn about different models of managing money with a spouse. I also just felt really comfortable speaking to both of th

Here's a good idea--coordinate your couples counseling and your financial planning! Lisa and Jenni bring the best of both the financial literacy and emotional support worlds to their menu of valuable and educational services. My wife and I needed someone to guide us through the complex brambles of saving for retirement, managing our home loan, and planning for end-of-life, a lot of challenging topics neither of us likes to discuss. We love Jenni's top-notch financial advice, plus Lisa's gentle support, plus

I started working with Jenni because we have kids about the same age and I knew she would understand the needs of my rainbow family. It was a relief to go over my numbers with someone I trusted and she taught me core principles to make the most of my finances. I feel more confident about my family's future after our sessions together and feel that I have formed a solid working relationship for many years.

As an international family, it can feel overwhelming to navigate your finances across different countries. Jenni and Lisa have lived abroad in Europe and Asia, so they're able to speak to the financial complexities faced by expat families. I highly recommend them.

Our ERG hosted Jenni and Lisa for a virtual presentation on financial wellness and tips for reaching financial goals. Their presentation was really excellent: they shared personal stories and anecdotes and also many practical tips and useful guidance, especially for the LGBTQIA+ community! Would highly recommend their workshops to any other ERGs or companies looking to provide quality programming for their communities.

"Jenni and Lisa have led two workshops at our community center on financial goal setting and budgeting. Their workshops were engaging and attracted a large turnout. Jenni and Lisa are skilled at breaking down the basics of financial management and setting achievable goals so people feel empowered and equipped. Most helpful was that they not only talked about the "how to" around financial planning, but also the behavioral hacks to make saving easier and even fun."