From my 25 years of experience in the financial industry as a Certified Financial Planner, I've created a financial personality model that will help you change your relationship with money.
I grew up as a spender in a family of savers, and found myself in thousands of dollars in credit card debt in my early 20s. But I changed my relationship with money to become an intentional spender, and purposefully made financial choices to create the life that I want - which includes multiple sources of income and a beautiful home in the Virgin Islands. My favorite thing to do is help people understand the WHY behind their past financial choices, which helps them make more intentional choices going forward. My upcoming book, Breaking the Money Taboo helps women approach investing differently. On their own terms, not the male-dominated approach of the financial industry.
Jean is a keynote speaker who helps people change their relationship with money by understanding their financial personality.
Our attitudes and beliefs about money are shaped by early childhood experiences that many have never explored. Once you understand WHY you feel the way you do about money, you learn how to change your personal financial management going forward.
Jean has the ability to connect with groups that often feel alienated from their finances, especially women and younger investors.
Jean is an engaging keynote speaker who has delivered interactive workshops to over 250 financial advisor audiences. Her workshops focus on clear ideas advisors can activate today. Jean specializes on the impact of changing demographics to the financial industry, and has actionable insights on audiences often underserved by the industry, including women, multi-cultural, Gen X and millennial investors.
Our attitudes and beliefs about money are shaped by early childhood experiences that many have never explored. Once you understand WHY you feel the way you do about money, you learn how to change your relationship with your finances going forward.
Numerous studies have concluded that women are better investors than men. At the same time, many women feel less confident about financial decisions than men. This session will explain the disconnect and help women feel less stress and more confidence going forward.
Money is the number one source of stress for Americans. This workshop teaches you why family members make different financial decisions and learn how to change your family dynamics around money.
Every financial institution is required to ask you this question when you open an investment account:
"What is your risk tolerance?"
Jean explains why it isn't a great question to ask.
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For more information on fees and availability, send me a message. Tell me about your event, and I will get back to you soon with more information.