Jenn Steliga, CFP®, CFT™
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Find Your FI
Jenn Steliga, CFP®, CFT™
Omaha, NE
Serving Clients Nationwide
Areas of Focus
- Cash Flow
- Financial Life Planning
- Money Psychology
- Prioritizing Money
- Retiring Early (F.I.R.E)
- Women & Wealth
About Me
Hi! My name is Jenn. I am a financial planner and I primarily work with people who are interested in pursuing FIRE … financial independence, retire early. But, my approach to planning for FIRE may be a little different than you’re used to.I believe you can dream of a version of financial independence that doesn’t have to result in retiring early. Maybe it will, maybe it won’t. Above all else, financial independence (FI for short) is a mindset. You might be thinking that there’s no way you can achieve FI because you’re late in getting started down that path, or you simply don’t know how to find the trailhead for your path!
If that’s you, you’re likely looking for a structured but encouraging environment with a focus on financial education and frequent accountability so that you can learn how to make wise choices with your money and design a plan for now and the future. I value the intersection of money and mindset and so I provide a coaching-centric approach to financial planning.
Professional Designations
- Board Certified Coach (BCC)
- CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Financial Therapist (CFT)
Affiliations
-
Advice Only Network
- CFP Board
- Fee Only Network
- Financial Therapy Association
- Measure Twice Planners
- National Association of Personal Financial Advisors
- Ramsey Solutions Financial Coach
- XY Planning Network
- CFP Board
Primary Location
Omaha, Nebraska
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Advice-Only
- Fee Only
- Flat Fee
- One-time Financial Plan
- Package Offers
What to expect in the first meeting
Click the 'Book Intro Call' to schedule a complimentary 30-min Zoom call so that you can learn more about the services I offer and how they might meet your needs. I look forward to speaking with you.About our Firm
There's no need to guess. Get help with designing the best plan for your journey to financial independence and guidance to gain confidence in achieving your dreams.You deserve a simple-to-understand financial life plan, tailored to you, and a dedicated guide to answer your questions and keep you accountable.
It took a lot of trial-and-error to grow my financial health. You don't need to struggle as much as I did. I would be honored to be your dedicated financial guide so that you can have financial peace-of-mind sooner rather than later.
🧭 A Map - and a Dedicated Guide - to Realize your Goals
If you're not sure where to start, or tired of trying to figure out what to do with your money, my coaching-centric approach to financial planning will be a relief.
You will get organized; gain clarity on your values, goals and dreams; and learn how to intentionally manage your money now and for the future. Along the way, I will be your dedicated financial coach and planner to guide you through the process, answer your questions, and keep you accountable.
MY PROMISE TO YOU:
✅ Are we a good fit? I'm not the right financial planner for everyone. You deserve the best fit for your needs. If I don't think your needs are aligned with my offerings, I'll let you know!
✅ A focus on mindset. Your mindset and clarity of goals is a key factor in how likely you are to realize your dreams. We'll focus on this.
✅ Fee-Only. Nothing complicated here. You pay a fee for my planning services. That's it.
✅ Advice-Only. I will be your guide. You are willing to implement most of your plan once you're comfortable with it, but you also appreciate the learning and accountability coaching provides.
Education
Capella University, Master of Science (MS), Marriage and Family Therapy/Counseling | United States Air Force Academy, Bachelor of Science (BS), Humanities/Humanistic Studies
Hobbies and Interests
- Animals
- Beach
- Camping
- Cooking
- Eating Out
- Exercising
- Family
- Gardening
- Hiking
- Reading
- Relaxing
- Running
- Traveling
- Walking
- Wine
- Working Out
- Yoga
SEC Lookup
View DisclosureWho We Serve
- College Graduates
- College Students
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Individuals
- Military
- Parents
- Single Women
- Travel Lovers
- Veterans
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
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