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.
I was seeking out a person to look at my finances with nonpartial judgement. In my search I was bombarded with responses from those associated with their own profit in mind, who just didn’t fit my need. I felt what I was looking for did not exist. 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.
Ed and I would like to thank you for the great help and advice that you provided us as we began the process of getting a plan in place for our future in anticipation of Ed’s retirement.
It was extremely helpful for us to have started this process by talking to you first. Never having used the services of a financial planner up to this point, sitting down with you really helped arm us with the information we needed to make decisions and, most importantly, provided the clarity we needed to determine how we would proceed in order to achieve our goals.
I think the approach that you use, as a subject matter expert with extensive financial industry experience, is an impressive one. We appreciated the time you took to meet with us both individually. 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.
We also thought it was extremely helpful that you explained that a solid financial plan is contingent on the information that we provide, such as daily expenses, future expenditures, plans for the future. The deep knowledge you have about how the industry works helped us as we started the process. We feel that we are now able to make informed decisions and are more savvy customers.
Ed and I both respect your level of professionalism, the clear communications that you deliver, and, most importantly, our ability to trust your advice and to trust you! It was clear to us both that you are able to see what our life’s “Big Picture” is and that your role is to educate, inform, guide and support us.
We look forward to having the opportunity to work with you in the future and we will highly recommend you to our acquaintances!
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!
While casually enjoying a walk with my longtime friend Jane she shared her initial thoughts and ideas to start CARE Financial Coaching after assisting a woman who’s spouse passed suddenly and in the midst of devastating grief had to also face the fact that she had no clue about their finances because she relied on her husband to handle that. I listened to Jane’s desire to empower women to become financially savvy and secure in knowing that they are able to carry on (at least financially) in such an event. Jane went on to share more about her business model ideas but I glazed over because it struck me in that moment that I could easily be that woman.
None of us want to think of the unimaginable, it’s easy to become complacent in our lives especially if we have a partner who manages for us. My reality was that I had a busy life as a nurse, mother, now grandmother and little interest in money because I didn’t have to worry about anything more than budgeting, being mindful of saving, and paying bills. I relied on my husband to do the investing and planning for our future. I had accumulated different small Pensions and retirement savings from different employers over the years along with some inheritance from deceased parents but the bottom line was I had not taken any steps to be prepared for life should I suddenly be alone.
I consider Jane as one of my closest Mom friends—her home was always so welcoming for play dates for my very energetic son who loved playing there as Jane had great ideas to keep her son and his friends active and well fed! I had been aware of her extensive background in the financial world, interest in investments and work experience at Vanguard and Schwabb, but most impressive about Jane is her strong desire to help others. I could easily see how she was perfectly suited for what she was seeing as a satisfying niche for all of her strengths and talents.
After getting past my embarrassment to admit how little I knew, I approached Jane and offered to be one of her early clients to try out her business model and test out if her methods and approach would be effective. I am very much a realist, however I can easily put things off that I know I should do, especially when out of my comfort zone so this was a great opportunity for me and I had complete trust in Jane as both a friend and a professional.
Jane is an excellent coach and task master, she initiated a series of meetings and assignments that both educated and assisted me to establish my Financial Goals. She provided me with her custom designed All Things Financial Binder and gave me an assignment that has proven so valuable in organizing my personal finances and having all this important information in one place.
Every step of the way Jane made herself available and provided information and support to get me to my goals of 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. Jane tries to give me the credit for what I have accomplished but truly it is her coaching that has empowered me and brought me to a much better place of financial peace of mind. Furthermore it has prompted me to remain financially organized and opened up a much needed ongoing dialogue with my husband about our financial status as we are actively planning for a hopefully comfortable retirement.
I have told Jane I will happily speak to any of her prospective clients and give testimony that Jane’s methods work and can most sincerely say that you will never find a more capable, caring, and compassionate Financial Coach than Jane Ellis.