Jessica Goedtel, CFP®

Financial planning for tech workers & sex workers.

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Pavilion Financial Planning Jessica Goedtel, CFP® she/her
Allentown, Pennsylvania

Serving Clients Nationwide

Financial planning for tech workers & sex workers.

Areas of Focus

  • Budgeting
  • Employee Benefits
  • Equity Compensation Options
  • Financial Life Planning
  • Taxes

About Me

Whether you are a tech worker who's just received RSUs for the first time, or you're a sex worker who finally went viral after months of hard work, you've found the right place. I do this work because I believe everyone deserves quality financial planning.

I started in the financial planning industry in 2013 and learned my craft working at both large and small firms. I earned my CERTIFIED FINANCIAL PLANNER™ designation in 2018, and my Enrolled Agent credential in 2022. 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 run, mostly slowly and for long distances (3 marathons so far and dozens of half marathons). I received my Bachelor's Degree in Classics & Ancient Mediterranean Studies from Penn State University. I could easily spend all day discussing Star Wars, Marvel, and Tolkien mythology but sadly I can't get paid for that - yet. I also enjoy reading, baking, collecting fossils, and trying to keep my various plants alive.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Enrolled Agent (EA)

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Allentown, PA 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 hear more about how I can help you? Schedule a complimentary call by clicking the Book Intro Call button above. We'll get to know each other, discuss your financial priorities, and go over the services that are right for you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

Education

Penn State University, Classics and Ancient Mediterranean Studies

Badges

Languages

  • English

Hobbies and Interests

  • Cooking
  • Gardening
  • Movies
  • Reading
  • Running

Who We Serve

  • Content Creators
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • LGBTQ
  • Remote Workers
  • Single Women
  • Women Professionals
  • Women’s Finance

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