While we do focus on finances, that’s only the tip of the iceberg. I want to learn about your values as a person first because I believe that true financial success is achieved when your finances are in alignment with your values. I’m here to help you define what’s important to you and create a life that supports your priorities.
This is all about mapping out a clear picture of your financial habits. We start by identifying three things: what comes in, what goes out, and what’s left over. In looking at these numbers we can identify areas of improvement and start to think about new strategies to implement that work for you.
This is where we get to put our heads together and collaborate on an actionable plan that covers your short term, intermediate, and long term goals for you to start using. I’m there to provide education, support, and guidance, and you’re there to make sure that this plan is in alignment with your values and goals.
Learning and implementing financial systems
How to manage variable income, set up your own benefits, and more
Monthly budgets spending & savings plans, savings accounts
Learning options for retirement savings & investing
What to have in place after having kids
Learning the basics of investing in the stock market
Accredited Financial Counselor, Founder + CEO, Fully Funded
Jen Mayer is an Accredited Financial Counselor (AFC®), founder + CEO of Fully Funded and founder of Baby Caravan. She helps non traditional earners and learners gain confidence and ease with their money.
Jen’s methods are specifically anti-capitalist and tailored to neurodivergent people, self-employed folks, and people who haven’t historically been supported by financial systems and institutions. Finances are deeply personal- and there truly isn’t a one size fits all approach to managing money. Desires, needs, goals, access to money, and capacity vary from person to person, and household to household, widely. Jen is ready to meet you where you’re at.
Financial Counselors are trained professionals who educate clients in sound financial principles. We assist clients in the process of overcoming their financial indebtedness, help clients identify and modify ineffective money management behaviors and guide clients in developing successful strategies to achieve their unique financial goals.
I am accredited with the Association for Financial Counseling & Planning Education (AFCPE®). AFCPE® is the nationally recognized leader in financial counseling, coaching and education. Bringing together research, education and practice, they support the profession through comprehensive training, professional development and high-quality resources to help improve the economic well-being of individuals and families worldwide.
No, I don't manage any client assets or investments directly. I provide education, clarification, and guidance to clients so they understand their investment options. I have a variety of referrals available for clients depending on their investment needs.
If you're married or in a partnership it's often very helpful if both partners can attend the financial counseling sessions. That being said, every partnership is different, so if one spouse wishes to attend, that is okay too.
For coaching packages I offer a limited amount of sliding scale sessions per month.