fbpx

Jessica Goedtel, CFP®

Financial Planning for a New Generation

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
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

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