Welcome to your empowered financial future.
We’re Fortuna Money, and we provide compassionate, smart support for your money goals through financial education, free resources, and hands-on client work. Whether you’re just starting out your financial journey or looking to build on a strong foundation, we’re here to help you live a life that’s aligned with your values, not your billing cycles.
Fortuna Money is here for you when…
You’re at the beginning of your financial empowerment journey.
Most of us grew up in an era where financial literacy education was optional — or not even available. But even if you aced your high school personal finance class, you graduated into a world where we’re bombarded every day by people and companies trying to separate us from our hard-earned dollars. If you feel stressed about your debt or struggle with money management, don’t worry — we’ve been there too, and we can help you figure out your first steps forward with compassionate accountability.
You feel good about parts of your money life, but you don’t always feel organized or confident.
Maybe you’re great at earning money but you haven’t figured out saving. Or maybe you’re an awesome saver, but you don’t know how much is “enough.” Maybe you’ve got the earning and savings on lock, but the conflicting advice in the personal finance sphere never seems to fit your situation. We can sit down with you to help you understand your options and make the choices that are right for your life and your values.
You’re facing a big life transition, and you feel a little overwhelmed.
Perhaps you’re starting a new job, moving, hoping to buy a house, getting married, growing your family, or receiving a windfall. Or you might be dealing with an unexpected challenge. Whether you’re dealing with an exciting change or a setback, it can be hard to manage that situation and your financial well-being. If you’d like a guide to help you handle the money side of a big life transition with calm, clarity, and confidence, you’ve come to the right place.
What our 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.– Anne & Tobin
A wealth of information on best practices for managing my finances, planning for the future, and understanding where my money goes. [Jenny’s] approach removes judgment from the equation… her individual advisement sessions are tailored specifically to your needs.– Blake
More kind words from our clients here.
Whether you follow financial news or just regular news, you’re probably hearing a lot about inflation and interest rate hikes. There’s a good chance this is the first real time you’ve seen inflation in your financial life. If you were born after 1981, it’s the first time in your actual life that inflation has been […]
We knew August would be a financially intense month in the Fortuna household, but we were ready for it… or so we thought. First, there was a full year’s property taxes. (Fun fact: even when your house is paid off and you’re mortgage-free, you still have to pay those. Our mortgage company used to collect […]
If you have both a Thrift Savings Plan and a 401(k) option, or more than one TSP/401(k), are you allowed to max out the personal contribution limit in each account? Or is your limit the total of all your personal contributions?
We’re Fortuna Money, and we provide compassionate, smart support for your money goals through financial education, free resources, and hands-on client work.