Financial Planning Specialist
Jennifer Doak
CFP®, CWS®
Background
About Jennifer
Jennifer builds the plans. She takes the raw material of a client's situation, the accounts, the documents, the obligations, the things they have been meaning to deal with, and turns it into a written strategy with the reasoning attached.
A CERTIFIED FINANCIAL PLANNER™ professional and Certified Wealth Strategist, she focuses on the modelling work behind each recommendation: cash flow across retirement, education funding, beneficiary and estate coordination, and the tax consequences that follow from each.
Clients tend to meet Jennifer at the point where a plan stops being an idea and starts being a document they can act on.
Talk it through with someone who has seen it before.
Bring the situation you are actually facing. The first consultation is free.
Or call (941) 706-4151