Jessica Goedtel, CFP®
Financial Planning for a New Generation
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Pavilion Financial Planning
Jessica Goedtel, CFP®
Allentown, Pennsylvania
Serving Clients Nationwide
Financial Planning for a New Generation
Areas of Focus
- Budgeting
- Employee Benefits
- Equity Compensation Options
- Financial Life Planning
- Taxes
About Me
Hi. I'm Jessica Goedtel. I became a financial planner because of my passion for personal finance and a frustration with the lack of financial literacy education. I started in the industry beginning in 2013 and learned financial planning while working at firms both big and small. I earned my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2018. I have a wealth of experience helping clients in all stages of their lives, from right out of college to well into retirement. I'm a member of the XY Planning Network, the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association.I'm an avid runner, having run 3 marathons and dozens of half marathons. I received my Bachelor’s Degree in Classics & Ancient Mediterranean Studies from Penn State University. A self-confessed nerd (before it was cool), I could easily spend all day discussing Star Wars, Marvel, and Tolkien mythology. I also enjoy reading, baking, collecting fossils, and trying to keep my various plants alive.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
Allentown, Pennsylvania, 18104
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Want to learn more about how I can help you? Schedule a complimentary call by clicking the Book Intro Call button above. We'll spend a few minutes getting to know each other, find out what you are looking for, and talk about our services.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About our Firm
Pavilion Financial Planning is focused on helping young professionals balance their personal and financial goals. Jessica Goedtel, CFP® founded Pavilion with a drive to provide accessible, affordable, and quality financial planning.Our core market consists of young professionals in their 20s to 40s earning over $100k in salary annually. Our clients want someone to partner with for financial planning, education, and accountability. We work hard to create an environment of inclusivity where everyone is welcome. We especially love working with women who receive equity compensation (RSUs, stock options, ESPP) as a part of their income package, and women in the online sex work industry.
Money is a tool for creating the life you want to live, and our purpose is to help you understand how your money can work for you. We are driven to provide financial advice that is free of judgment and shame and is instead focused on empowerment, social consciousness, and personal well-being. If this resonates with you but you don’t believe you fit in our core market, please connect with us. Above all else, we believe that everyone should have access to financial planning, and if we can’t assist you directly then we want to find you someone that can.
Education
Penn State University, Classics and Ancient Mediterranean Studies
Badges
Languages
- English
Hobbies and Interests
- Cooking
- Gardening
- Movies
- Reading
- Running
Who We Serve
- Gen X
- Gen Y / Millennials
- Remote Workers
- Single Women
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
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