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Has the subject of money ever made you feel worried, overwhelmed or even (gasp) stupid? Does the thought of visiting a financial planner seem scarier than a bad dental visit? Ever put off planning for the future because you’re not sure what questions to ask?

What if working with money could be fun, enjoyable and profitable?  What if your financial planner helped you get organized, find the right questions and save more money? Yes, that is possible…if you have the right financial planner.

Hi.  I’m Jennifer Maier, CFP.  That Certified Financial Planner designation is important to you because it means that I have been educated, tested and trained so that I can help you. I adhere to strict rules and regulations when I show you how to handle your money. After over a decade, I know that most people will make great strides and gain huge benefits from the information I will provide to you.

Most importantly, I know that financial planning can help you do more than just save money.

This site has been designed to make you feel good about your money, comfortable visiting a financial planner and show you the value of taking the “Next Step” today. I am here to take the walk with you, as your guide. Achieve your financial goals so you can live the life you want with no financial worries.

My job as a financial planner is to help you do the best that you can with what you’ve got. Whether you are $40,000 in debt or have a bank account with $100,000 sitting in it, now is the time to take the next step. 

Have you ever kicked yourself for not buying that house when the market was low?  Did you ever buy stocks just before the market dropped?  Have you ever paid a high rate of interest on your credit card only to find out that you could save hundreds of dollars simply by asking for a lower rate? 

We’ve all made mistakes…we make the choice of whether we will  educate ourselves or become a victim. When you read my story in ABOUT JEN, you’ll find out why I decided to take the next step and start planning. Now I help other people avoid serious mistakes and get the life they want.

The time to start planning is NOW.

It is never too early or too late to start your financial planning.  As a certified financial planner, I am here to make that journey fun, effective, educational and motivational.  So let’s begin, shall we?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

"Jennifer came into our lives at a time when my husband and I were really struggling financially, and personally, to find some guidance and direction. Jennifer devoted so much time to listening to our stories and our concerns and was then able to help us map out  short-term and long-term plans based on our family's lifestyle and priorities... "

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