Jenna VanLeeuwen, CFP®
Financial Planner for Business Owners
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Aligning Wealth
Jenna VanLeeuwen, CFP®
Jersey City, New Jersey
Serving Clients Nationwide
Financial Planner for Business Owners
Areas of Focus
- Education Funding
- Family and Money
- Investment Management
- Owning a Business
- Setting Up Retirement Accounts
- Side Hustles
About Me
Hi. I'm Jenna VanLeeuwen, a financial planner for business owners and founder of Aligning Wealth.As a financial advisor specializing in business owners, I have partnered with entrepreneurs through all phases of a business owner’s life, from starting to growing to selling their business.
I get so much joy out of helping you translate your business success into personal financial freedom. As a team, we co-create your financial plan so you can confidently take that vacation and buy your dream home, because you know you have a plan for a comfortable retirement, too.
I'm located in the NYC metro area and I work with clients nationwide.
When I'm not working with clients, you will usually find me spending quality time with my husband Brian, our toddler Charlotte, and my two doggies, Ikki and Korra. Most Saturdays, you’ll find us popping into a coffee shop and then taking a walk to smell the flowers or play in the park.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
Fee Only Network
- FinCon
- National Association of Personal Financial Advisors
- XY Planning Network
- FinCon
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
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free consultation. We'll chat to see if Aligning Wealth might be a good fit for you.Offers Investment Management
Yes
About our Firm
Are you so busy with your business and family life that you find yourself making reactive money decisions?It’s hard to envision the future when so many things need your time and immediate attention.
At Aligning Wealth, we create individualized financial plans based on each client’s values and vision. Consider us your go-to financial partner, helping you create a clear action plan so you can build the ideal life you’ve been dreaming of.
GET FINANCIALLY ALIGNED IN LIFE
• Saving for retirement
• Saving for college
• Buying your dream home
• Taking your dream trip
• Thoughtfully managing investments
• Dreaming up a giving plan
• Creating a spending plan
• Sticking to a debt payment plan
GET FINANCIALLY ALIGNED IN BUSINESS
• Minimizing taxes
• Budgeting to scale your team
• Growing your income
• Creating your retirement plan
• Planning a maternity or paternity leave
• Understanding health insurance options
• Selling or buying a business
Education
B.S., Materials Science and Engineering, North Carolina State University | Rice University CFP® Education Program
Badges
Hobbies and Interests
- Animals
- Board Games
- Family
- Walking
Who We Serve
- Baby Boomers
- Blended Family
- Business Owners
- Couples
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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