Jennifer de Thomas, CFP®
Your wallet didn’t come with a manual. Your credit cards didn’t have a warning label. While you focused on your career and family, you let your finances run themselves, which also didn’t come with a warning. You’ve tried, but searching the internet gives you 12,000 “definitive” answers to the same question. It is far easier to learn how to do yoga than it is to plan for retirement, and retirement planning does nothing to help your butt to look great. You’ve basically been left alone to fend for yourself in the wilderness of personal finance.
I believe everyone can manage their own budgets, retirement plans, education goals, asset allocations, risk management, short and long term goal planning. This blog is for that DIY crowd. I also believe that needing an advisor, trainer or coach is not a sign of weakness, but an acknowledgement of the desire to focus on the business of your life and not your wallet. Personal finance is like personal training. You can get professional results on your own, or you can get professional results with a trainer.
I am that financial advisor, coach and trainer. I am a CFP® with a practice that focuses on financial planning and asset management. I work hard to displace the myth that financial planning is for those who have the money to invest with the reality that proves you can build those investments if you have a plan. I work with clients individually to help build their financial infrastructure at whatever level they are starting out or starting over. I hold you accountable, I cheer you on, I am your advocate, your advisor, your coach.
Jennifer De Thomas CFP® is an investment advisory representative of New Outlook Financial, LLC, a registered investment advisory firm licensed with the state of Oregon. New Outlook only transacts business in states where it is properly registered, excluded or exempt from registration. Opinions expressed in this blog are Jennifer’s opinions and readers should not assume they reflect the opinions or recommendations of New Outlook Financial, LLC. Any information presented here is for informational purposes. It is not a solicitation to buy or sell securities nor should it be construed as specific advice for your circumstances.