Services

Explore our range of services, including one-on-one guidance to help you navigate your financial journey, SYMBIS assessments to strengthen your relationship and financial partnership, and financial wellness programs to enhance your workplace. Let’s work together to create a plan that supports your goals and leads to lasting success.

"I feel so blessed that Jeanette came into our lives at such a serendipitous moment. We decided to work together, and then just after we got engaged, my fiancé and I encountered a significant hurdle in our relationship, and working with Jeanette proved to be exactly what we needed. She created a safe, welcoming space where we could openly discuss our challenges and use them as a foundation for growth.

Jeanette is an incredible teacher and facilitator, ensuring that both of us had equal time to share our thoughts and opinions. She encouraged us to ask questions about the assessment and guided us to dive deeper into each topic, helping us uncover valuable insights about ourselves and each other.

Her course has been truly transformative, giving us a strong foundation of knowledge, faith, and tools to navigate our future together. I’ve never felt more supported in building a relationship grounded in love and understanding. I highly recommend this experience to anyone, especially with Jeanette’s compassionate and thoughtful guidance. we will always look to Jeanette as a mentor and friend now. Thank you."   

"Jeanette, you are a natural coach! The time spent with you while observing your FPU instruction and having you sit in on my class has been invaluable. While working with you, you provided practical, specific guidance to help me move forward with personal and business goals. You took time to understand my situation and lay out some specific action steps to help me move forward. "Do the math", "Pivot", "I'm going to push on you a little..."

You showed me what is possible. Jeanette genuinely cares about who you are and where you want to go. She wants to help you get there."

"Jeanette is such a gift! She is enthusiastic, encouraging, and best of all, so relatable. She meets everyone where they’re at with solid information and tangible steps. She not only talks the talk, but walks the walk."   

"I truly believe that everything happens for a reason. And we were meant to have this thrown on our laps. Our advisor Jeanette was very Lovely and easy to talk to. This has helped improve our trust for my spouse and I tremendously! We communicate better and we're so excited to reach the top of this mountain and finally be at peace!"