Areas of Focus
-
Exit Planning
-
Giving
-
Owning a Business
-
Retirement Planning
-
Taxes
About Me
Hi. I’m Jenna VanLeeuwen, a financial planner for online business owners and consultants and the founder of Aligning Wealth.
I help business owners optimize their success to increase their impact and build long-lasting wealth. As a trusted partner, I guide them through every phase of their business journey - from startup to growth, and eventually, to selling or other career pivots.
My vision? To transform YOUR dreams into reality through solid financial planning. Nothing brings me more joy than helping you translate business success into personal financial freedom.
Based in the NYC metro area, I serve clients here and nationwide.
Schedule a meeting with me to discover how we can make your money work as hard as you do.
Professional Designations
-
Certified Exit Planning Advisor (CEPA)
-
CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
Fee Only Network
-
FinCon
-
National Association of Personal Financial Advisors
-
XY Planning Network
Primary Location
201 Montgomery St Ste 2029, Jersey City, NJ 07302
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
-
Fee Only
-
Flat Fee
-
Hourly Rate
-
One-time Financial Plan
-
Subscription
What to expect in the first meeting
Click the “Book Intro Call” button above to schedule a free consultation.
During this 45-minute call, you’ll be able to share more about yourself, your important work, and your goals.
I’ll ensure all your questions are answered and I’ll describe the way Aligning Wealth works with our clients.
If we agree that we’re a good fit, I’ll share an engagement proposal outlining the scope of our services and the associated cost. Additionally, you’ll learn more about the onboarding process to ensure a smooth transition.
Offers Investment Management
Yes
About our Firm
I help online business owners, creators, and consultants create a life they love.
Aligning Wealth is the financial advisor chosen by consultants, influencers, course and content creators, e-commerce and digital product entrepreneurs, and digital marketers. We’re their go-to financial partner, helping them optimize their finances, increase their impact, and provide the support they need to build their ideal lives.
For many of my clients, this means avoiding paying unnecessary tax, thoughtfully managing investments, building sophisticated retirement strategies, and navigating liquidity or exit events..
Above all, I help entrepreneurs optimize their success to create long-lasting wealth in line with their values and vision.
Schedule a 45-minute consultation call with me to learn how we can ensure that your money works as hard as you do.
During our time together, you’ll also learn some of the ways I’ve helped entrepreneurs navigate the highs and lows of their work and life, ensuring that they are well-supported with expert financial guidance.
Reach out today to learn how we can ensure that your money works as hard as you do. Just hit that contact button above or visit my website: www.aligningwealth.com.
Education
B.S., Materials Science and Engineering, North Carolina State University | Rice University CFP® Education Program
Hobbies and Interests
- Animals
- Board Games
- Family
- Reading
- Walking
Who We Serve
-
Artists
-
Baby Boomers
-
BIPOC
-
Business Owners
-
Content Creators
-
Couples
-
Dual Income Family
-
Entrepreneurs
-
Families
-
Financial Independence Retire Early (FIRE)
-
Gen X
-
Gen Y / Millennials
-
Gen Z
-
Individuals
-
Intergenerational Families
-
Investors
-
LGBTQ
-
LGBTQ Couples
-
Living in Retirement
-
Non-Traditional Clients
-
Parents
-
Single Women
-
Travel Lovers
-
Women Professionals
-
Women’s Finance
-
Young Families