Working with Jane has been one of the most grounding and empowering experiences in our journey towards financial clarity and confidence. she is kind and patient, never once making us feel inadequate, even when we approach her with limited knowledge or half-formed questions. Jane is an excellent listener. She’s always quick to respond, generous with her time, and genuinely available when we need her. She doesn’t just give standard financial advice; she invests time in understanding the why behind our relationship with money — the cultural, emotional, and family threads that shape our decisions. She has helped us decipher vague and incoherent notions of what a “rich life” means to us, and turned those into tangible goals and priorities. She has helped us work through the guilt over indulgences or hesitation about saving too much. Our feelings are always acknowledged and then carefully translated into data and structure, helping us arrive at balanced and confident decisions. She tailors her advise keeping context in mind, not just our income. Over time, she has become much more than a financial advisor. She has become a confidante and a trusted guide to some of our biggest life decisions. Thank you, Jane!
Relationship to Financial Advisor: Client as of Jun 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.