Carmen Jennett

As a Financial Planner, I help to equip professional career women, moms, wives, and their families to achieve their financial goals.

Our services focus on what’s most important to you, setting goals, with mapping out a plan with definitive timeframes and focus. We want you to have the clarity on what is working, and what is not. Also together educate you on things you may want to change in order to meet the goals without stress and confusion. I will equip and empower you so that you are not alone, when tough decisions need to be made and put forth a plan for your present and your future. My clients come to me when they: ✔Need help determining where their paycheck is going ✔Need a retirement strategy, not a generic approach ✔ Want to achieve bucket list goals faster, that seem so out of reach ✔Need to learn how to recover from the divorce, financially ✔Want to be sure they will be okay if something happens their loved ones The landscape has changed for women. My clients are tired of putting all of their energy into: ❌Worrying about never being debt free ❌Concerned about never being able to retire ❌The frustrated not knowing of all the available strategies for a secured future ❌The confusion of where dollars are invested to meet the goals ❌The fear of running out of money, since women live longer Within a short time, together we determine the current direction and design a clear roadmap with actionable steps and strategies. Then work as a team, holding each other accountable for the next steps in your life. My clients are frequently able to: 🎯 Know where every dollar of the household is spent 🎯 Start planning that vacation they have been delaying 🎯 Feel at ease knowing what it takes to have the retirement they want 🎯 Feel at ease with a plan, implemented together 🎯 Get excited that they are reaching goals and setting brand new ones Did you know, 90% of women will eventually find themselves solely responsible over their finances? Whether it’s because they delay marriage, remain single, go through a divorce, take care of a parent or outlive their spouse, women eventually takeover the household finances. I am here to empower women! I would enjoy coming alongside you and advise you on navigating tough financial decisions for everyone you support. If you're ready to learn more, and determine if we are a good fit, then I invite you to send me a message here on Linkedin or scheduled a quick 15-minute introductory call when we can chat about your specific needs. Here is my Calendar: https://calendly.com/cjennett/30min Securities and investment advisory services are offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. Please see website for full disclosures @ www.nextphaseplanner.com