Find Your FI

Updated today

Total assets under management

Total clients

0% high-net worth

Total advisors

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

Average account size

Client services

Financial planning Educational seminars or workshops

Fee options

Fixed

First Year Financial Planning and Coaching: $6,000 total ($400 initial fee, $1,400 quarterly in arrears for 4 quarters); Follow-On Financial Planning and Coaching: options at $2,800, $2,000, or $1,000 annually with initial fees of $400 or $500 and quarterly payments; Ignite (one-time plan): $2,600 total ($400 initial fee, $2,200 due at delivery); Design (add-on to Ignite): $3,399 paid in 3 quarterly installments of $1,133.

Project-based

$200 per hour

Other

Fee-only: Flat fees and hourly charges only; no AUM-based fees.

Disclosures

Main office location

Find Your FI

Omaha NE, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 402-509-2272

Advisors at this firm

Jenn S

CFP®

Omaha, NE

Find Your FI

There's no need to guess on your next step towards financial independence (FI). Get help designing the best plan for your money and guidance to gain confidence in achieving your dreams. You deserve a simple-to-understand financial life plan, tailored to you, and a dedicated guide to answer your questions and keep you accountable. It took a lot of trial-and-error to grow my financial health. You don't need to struggle as much as I did. I would be honored to be your financial guide so that you can have financial peace of mind sooner rather than later. If you're not sure where to start, or are tired of trying to figure out what’s next on the path to FI, my coaching-centric approach to financial planning will be a relief. You will get organized; gain clarity on your values, goals and dreams; and learn how to intentionally manage your money now and for the future. Along the way, I will be your dedicated financial coach and planner to guide you through the process, answer your questions, and keep you accountable.

Gen X (Born 1965-1980)

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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