Welcome to a calmer money life.
Whether you’re facing a major change, just starting your financial journey, or looking to build on a strong foundation… I’m here to help you live a life that’s aligned with your values, not your billing cycles.
Learn more about my offers here.
I help you pull together – and make sense of – all the pieces of your financial life.
A sustainable approach, tailored to you.
Some financial professionals are one-size-fits-all; I look at your whole financial picture and your unique personality, skills, and desires to help you heal and move through mental obstacles you might have around money. We work together to create habits and systems that are actually sustainable for the way you live and think.
Together, we can:
- turn that static list of bills and expenses into a monthly financial plan that leaves room for joy, spontaneity, and progress toward goals.
- find budgeting tools that fit your life and brain, and turn budgeting into something you do with confidence.
- make real progress on paying off debt, using strategies that go beyond math to keep you motivated.
- keep an eye on your big picture to navigate big changes (raises, bonuses, surprise bills, major purchase/sale decisions) for your best overall outcome.
- review the insurances, accounts, documents, products, and processes that support your needs. (I don’t sell products or make commissions, which means your best interest is the only thing I care about.)
In 1:1 work, the process goes like this:
Nearly everyone I work with starts with one of my introductory sessions, which is a holistic dive into your financial life. Afterwards, you’ll receive supportive tools to help you move forward. You complete my intake form, and then we meet and talk through your situation and your needs at the level of depth you choose:
- The Financial Strategy Session is a comprehensive, strategic 90-minute deep dive into your financial life. After our session, you will receive detailed, actionable, written recommendations for your financial future. Many clients who opt for this session will go on to tackle recommendations on their own for a few months before checking back in.
- If you’d like to focus less on the whole picture and more on what you need to do right now, the Next Right Thing session is for you. In this 45-minute session, we take a holistic look at your financial life, and use that information to identify your top short-term priority. This is recommended if you think you’ll want to flow into the Monthly Money Dates plan.
From there, I offer a variety of options for long-term, short-term, and intermittent support. Check out my offers and pricing here.
Your next step
If you’d like my support to create sustainable habits and systems that support your financial goals, your next step is to complete this form. From there, I can help you find the option that fits your needs.
If you’d like to know more, shoot me an email or book a discovery call.
What clients are saying…
There are no words for how kind, compassionate, smart, and inspiring Jen’s financial coaching services have been. Jen’s analytic eye combined with her kindness and customized experience for our family really inspired us to reinvigorate our budgeting and planning in a way that didn’t feel like work.
– A. & T.
I had so much fear around sitting down and looking at my whole financial picture, but now it’s a process I enjoy doing!… I may not be free of debt yet, but I am free of the guilt weighing me down and am making financially healthy decisions in line with my values. Highly recommend booking that first session!
– R.
More kind words from our clients here!
About us
We’re Fortuna Money, and we provide compassionate, smart support for your money goals through financial education, free resources, and hands-on client work.
Fortuna Money 