Areas of Focus
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Divorce Financial Planning
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Equity Compensation Options
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Financial Life Planning
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Investment Management
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Owning a Business
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Student Loan Repayment Plan Advising
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Women & Wealth
About Me
Hi, I’m Jen Swindler, founder and advisor at Money Illustrated.
My journey into financial planning began while I was working as a self-employed graphic designer; managing my own finances and inconsistent freelance income sparked an interest in managing money better. This quickly became more than a side hobby, and eventually resulted in my making a career change to pursue an undergraduate degree in financial planning.
I later went on to complete a graduate decree in Financial Planning & Analytics. In addition, I obtained the Certified Financial Planner (CFP) designation, am an Accredited Financial Counselor (AFC), and a Certified Divorce Financial Analyst (CDFA).
As I worked in various financial planning firms over the years, my free-spirited, feminist, artistic self never quite fit into the male-dominated, conservative, traditional industry (very much in need of diversity and new perspectives). Eventually, I decided I needed to create the space I was searching for.
I started Money Illustrated in hopes that I could bring my two worlds of art and financial planning together in order to create something different — something more inclusive, progressive, innovative, and creative — that would always act in clients' best interest, while educating them on the intricacies of their financial situations and empowering them to live their dream lives.
No matter what your financial background looks like, I’m here to offer a judgment-free approach that meets you where you are. My goal is to use financial planning as a tool to help you build a life that reflects your values, supports your relationships, and focuses on what truly matters to you.
Outside of personal finance, I love to hike in the nearby Rockies, tend to my plants, practice yoga, and paint. I live near Salt Lake City, Utah, with my wonderful partner, an exuberant dog, and two grumpy old cats.
Professional Designations
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Accredited Financial Counselor (AFC)
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Certified Divorce Financial Analyst (CDFA)
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CERTIFIED FINANCIAL PLANNER™ Professional
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Master of Financial Planning and Analytics (MFPA)
Primary Location
Bluffdale, Utah
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
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Fee Only
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Flat Fee
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Hourly Rate
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Percentage of Assets Managed
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Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complementary consultation. We'll use this time together to understand your financial concerns, needs, and goals. I look forward to speaking with you.
Offers Investment Management
Yes
About our Firm
At Money Illustrated, we work with creatives, entrepreneurs, dreamers, and those who dare to carve their own path. If you're a designer navigating the complexities of stock options, a small business owner trying to make the right financial decisions, or someone going through a life transition like divorce, we're here to support you.
We work with clients that need financial planning and coaching that don't necessarily click with the typical advisor in this industry. Our goal is to make comprehensive financial planning approachable and shame-free through empathy, connection, teaching, and illustrating.
Our planning approach is designed to be as unique as you are, focusing on your individual needs and circumstances. We offer a wide range of services that are tailored to help you achieve your financial goals, whether you're navigating business finances, planning for retirement, or managing debt.
From personalized financial life planning and investment advice to business setup and tax planning, we're here to support you every step of the way. We understand that everyone's journey is different, and we're committed to providing non-judgmental, open-minded guidance that meets you where you are and helps you get to where you want to be.
Together, we’ll create a personalized financial plan that empowers you to live authentically, with clarity and confidence in your financial future.
Education
Utah Valley University, Master's degree, Financial Planning and Analytics | Utah Valley University, Bachelor of Science - BS, Personal Financial Planning
Hobbies and Interests
- Family
- Hiking
- Painting
- Yoga
Who We Serve
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Artists
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BIPOC
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Business Owners
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Divorce
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Entrepreneurs
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Gen Y / Millennials
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LGBTQ
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Women’s Finance