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Modern Family Finance
Modern Family Finance : une planification financière fiduciaire et bienveillante qui place les objectifs de vie au premier plan.
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Modern Family Finance : une planification financière fiduciaire et bienveillante qui place les objectifs de vie au premier plan.
Modern Family Finance, situé au 1999 Harrison St #1800 à Oakland, Californie, propose une planification financière fiduciaire et des conseils. Les clients louent Jenni, Lisa et Cathy pour des conseils patients et approfondis qui renforcent l’éducation financière et alignent l’argent sur les objectifs personnels. L’approche ouverte et sans jugement met l’accent sur la clarté, des plans sur mesure et une autonomisation durable pour les familles qui traversent des changements de vie.
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Des stratégies financières personnalisées qui répondent à vos besoins à court terme et à vos visions à long terme, y compris la définition d'objectifs et la gestion budgétaire.
Des conseils d’investissement experts et une gestion de portefeuille pour faire croître votre patrimoine, avec des conseils transparents basés sur l'obligation fiduciaire.
Des services complets d'optimisation fiscale et de planification successorale pour sécuriser votre avenir financier et protéger vos actifs.
Accompagnement et ressources pédagogiques pour développer vos connaissances financières, vous aider à comprendre les marchés, les plans de retraite et bien plus.
Des conseils personnalisés pour les grands changements de vie tels que l'héritage, les évolutions de carrière ou l'agrandissement de la famille, avec une intelligence émotionnelle.
Note globale
Jolee del Mazo
Writing a review for my financial planner was not on my Bingo card for my life. But when Jenni, Lisa, and Cathy at Modern Family Finance are as fantastic as they are, it has to be done. To set the scene: I don’t know anything about money, or the market, or really budgeting, if we’re being honest. My working class family didn’t know anything to teach me, and I was resistant to learning because I was sure it would mean discomfort at best and shame at worst. Luckily, opposites attract, and my spouse is a Responsible Adult who wanted to manage some inheritance in addition to our weirdly/ unnecessarily complicated financial situation. Enter: Modern Family Finance, referred to us by a friend. In my mind, they are fantastic for three main reasons. 1.) Based on what I just described, you will not be surprised to learn that I truly have no clue as to the wizardry they do with investing, but I love this. As far as I’m concerned, my accounts are like little Tamagotchis that I get to occasionally login to check and see how they’re thriving. Our money is doing great, our finances are tidy, and our goals are being met! My Responsible Adult spouse DOES want to know, and Modern Family is an open book and wants to teach. Everyone wins! 2) The whole process of working together centers around YOUR particular and specific needs, goals, and personal priorities. They keep in mind both short term needs and long term visions to help you get and stay on track. I really appreciated the emotional intelligence and care Jenni brings, especially to our early meetings, and I still think about the questions she asked to help us understand our own relationships to money, and what needs to heal to move forward. They truly work with you where you are. Their approach is clearly not just about managing money, but building quality of life and empowerment. 3) They are truly the kindest people you could hope to work with. Getting me to respond to an email about life insurance or the 401K from ten years ago is like trying to put a cat in a bathtub, but somehow, miraculously, they don’t judge. The team is thoroughly patient, kind, ridiculously detail oriented, and in general the most delightful people you’d hope to meet. As a queer couple navigating major life transitions, they give us clarity, patience, and structure without overwhelm. We’ll be clients for life.
Jennifer Anderson
Working with the team at Modern Family Finance has completely transformed how I approach and think about my finances. They helped me get organized, understand the big picture around taxes and estate planning, and even build a deeper understanding of how I relate to money. They’re patient, thorough, and genuinely invested in their clients. I'm so grateful to work with them! Highly recommend.
Carl Tashian
My partner and I have enjoyed with working with Jenni this year. She's helped us grow our financial literacy and get our financial house together, and it's been tremendously valuable, both strategically and tactically. She developed a clear financial plan for us, and during our time together we took many steps to bring our financial world into alignment with how we live and what we want. I really appreciate the energy and enthusiasm she brings to her work.
Karen Dorsey
I enjoy working with Jenni because she's in a similar phase of life and can relate to my family's financial goals. My husband and I have three young kids, so we have very limited free time or interest in learning about stocks. Jenni has helped us to clarify our financial goals, set up systems that make our money work for us without thinking about it, and made us feel overall less anxious about money. She's someone you can trust, and we highly recommend her.
aiden Forrest
My partner and I have been working with Jenni for the past year and a half and have had a great experience. Neither of us had ever worked with a financial planner before and didn't really know where to start. In our time working with Jenni, she really helped us to figure out our goals and then start taking action. It's also great to have her for all of the one-off questions we had around company stock and tax questions. Jenni is unique because she comes from the tech industry, so she understands our careers and the work culture. I appreciate that she's a fiduciary, so she works in our best interest and is not trying to sell us anything. My partner and I highly recommend working with her, especially for anyone coming from tech or new to financial planning.
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