Achieve financial wellness

Jane is the ideal mix of kindness, warmth and expertise that I needed to update and sort out my financial life.

She patiently helped me deal with topics I had previously dreaded. Thanks to her encouragement and instruction, I have a budget, Will, Living Will, and POA's, a logical retirement date, and am working on building up my emergency savings. With these goals in mind, I am making better decisions about where my money goes. I also gained a friend in the process, as we check in periodically to catch up on money matters and family.

Jane helped me understand my paycheck deductions, create a budget (the first one I have actually stuck to, ever), and finally plan some short term and long term financial goals.

... I have been working with Jane for over a year and I cannot recommend her enough. I reached out to Jane while struggling to organize my finances and understand exactly where my income was disappearing to each month. Jane helped me understand my paycheck deductions, create a budget (the first one I have actually stuck to, ever), and finally plan some short term and long term financial goals. She also set me up with a structure of documenting my finances in a way that someone could understand if they ever needed to step in and assist me. All the work was worth it, especially when I recently purchased my first home! I feel more confident in my income and spending now, and still have open communication with her when questions arise.

Every step of the way Jane made herself available
and provided information and support to get me to my goals

... consolidating accounts, making phone calls with me when out of my comfort zone to advocate on my behalf to ask the questions I would not have considered, following up on my progress and keeping communication open with a summary email and our next steps.

By fortunate chance, I met Jane Ellis. From our first meeting, I knew she was the connection to me obtaining my financial goals. Jane listened without judgement. She put my finances in perspective. We made goals without pressure but yet she made sure I stayed focused. Jane is organized and created organization for me, something I knew I needed but was too overwhelmed to do.

I wholeheartedly attest that Jane put me on my financial track and I value everything she has done for me.

Jane is the type of financial expert you want on your side. She offers years of experience and financial training, quality service and reliability plus a personal commitment to serving her clients.

Working with Jane Ellis is a dream. She will sit down with you to look at your present financial picture. Talk with you and explore your plans and desires for the future. Coach and teach you about new trends and areas you need to address. Direct you to other resources if needed and all the time checking in with you to make sure every question and concern is addressed. I couldn’t ask for more!

You urged us to give some thought and then to articulate what our hopes are for our future, as well as what fears or concerns we may have. You are an excellent listener and it is clear to us both that you really give sincere thought to what we expressed and, therefore, customized your approach and advice.

You truly helped us focus our thoughts, determine what is important, set priorities, and feel confident as we move ahead.