Services Offered

Women & Wealth Series

 

Beginning in 2014, Jane has hosted a monthly seminar series titled “Wealth & Wisdom for Women” that focuses on inspiring women of all ages to take control of their financial futures. Jane and her guest speakers cover topics like the merits of property ownership, tax-free investing for women, and the power of planning for financial freedom.

Financial Bootcamp for Millennials



In 2015, Jane launched a series of weekly workshops specifically tailored for millennials ages 18–30. Through classes on budgeting, the perils of credit card debt, the merits of investing in the stock market, and the concept of “paying yourself first,” students gained a strong foundation for good financial habits.

Planned Giving

In September 2015, Jane began working toward her planned giving certification through California State University, Long Beach. Jane collaborates with clients to ensure that they consider leaving a lasting legacy in the form of a gift to a charitable organization of personal interest. Jane is also a member of the San Diego Planned Giving Partnership.

Retirement/Estate Planning

 

Jane specializes in retirement and estate planning. Using sophisticated software, she helps clients plan for “what-if” scenarios, track their spending, and craft a customized savings plan to ensure that they’ll have enough money for a comfortable retirement and be able to leave a legacy to their heirs.

Teen Money Matters

 

Starting in 2011, Jane has taught an accredited class for teenagers ages 14–18 through the Coronado Unified School District. Students were introduced to the concepts of compounded interest, budgeting, and saving for college.

College Planning

 

As a longtime supporter of higher education, Jane is committed to helping her clients plan for educational expenses for themselves and their children. She reviews the various college saving plans to ensure that her clients and their families can avoid student debt as much as possible.