Jennifer Facini, CFP^®

How do I help clients live a richer life?
As an advisor, I work closely with clients to help them define what is most important to them. For me, building deep relationships and becoming a trusted partner has always been the most rewarding aspect of my work. I’m incredibly proud to be part of a team that takes a holistic approach to financial planning and analyzes each facet of a client’s balance sheet. By partnering with our clients to develop a comprehensive financial plan, we empower them to focus on what truly matters to them in order to help them live a richer life.

How do I align my time and money with my values and passions to Live a Richer Life?
On my path to living a richer life, I seek to align my time and money with my passions of spending time with my family, prioritizing my wellbeing, and pursuing a servant mindset. By living a life in line with my values of reliability, authenticity, and gratitude, I can show up as my best self and serve others through my work as a personal CFO and volunteer in my community. I must invest my time and energy into the people I love by showing up for them and being there through the big and small moments. I prioritize my mental and physical wellbeing by maintaining good habits, taking intentional time for reflection, and being a role model for my children on healthy decisions. As a family, we love to play games, go for walks, play sports, and hang out together. When I think about authenticity, it’s the freedom to be who you are and make decisions true to your values. As a working mother of three children, I want to show them the importance of hard work, prioritizing your family, leaning in to help others, and somehow maintaining balance while you do it all!