I am Jennifer R. Lee, a financial advisor at Modern Wealth. I specialize in personalized, durable relationships that are necessary to face life’s changes, transitions, and planning. Having a trusted advisor, advocate, confidant, or coach is a resource for anyone who is looking to manage their transitions, move, divorce, job change, retirement, sale of a business, or even suffering the loss of a loved one. I do not offer any quick fixes or easy answers, but rather an in-depth look at what it is you have, and how to reconnect with what you’ve always wanted; guiding you through whatever process you are going through. We’ll work together to find a balance between your desires of today and your dreams of tomorrow.
Why do I do it? Because I grew up in the world of financial advisory and I have learned that reliable counsel is most needed at the intersections in life where financial situation meets the emotional situation. It's in this collision zone where we as advisors, triage the situation and help set a course through the chaos and overwhelm. A good financial advisor can cut through the noise to create a solution that everyone feels good about.
A trusted relationship isn’t built overnight, but it starts with trust and communication. It begins with moments of reflection, intention, and planning. It leads to having someone to call that will pick up the phone. And it starts with self-motivation and connecting with your essence. My book, Squeeze the Juice: Live with Purpose, then Leave A Legacy, provides more information on what I think is essential to serving financial planning. You can learn more about it at https://www.squeezethejuicebook.com.
No situation is the same, and nothing happens without a plan.