Listen to the Podcast
- 2:43 – What you don’t know CAN hurt you
- 4:20 – Financial Plan and Regular Check Ups
- 8:57 – Budget and Cash Flow
- 12:31 – Know Status of your Income Protection
- 13:13 – Roth IRA or Roth Conversion
- 15:34 – Update Your Estate Plan
- 18:02 – Professionals Collaborating for You
- 22:06 – Plan to Replicate Your Paycheck in Retirement
- 26:02 – Questions
Jenevieve is a dually licensed integrated financial wealth advisor. She is currently one of the leading planners with the largest independent financial firm in the Mid-Atlantic, First Financial Group.
As an advocate for her business clients and member of NAIFA (National Association of Insurance and Financial Advisors) she has been educating the public since her role as VP-Financial Consultant at Charles Schwab in 2008. She is on the board of two small businesses, one in NY and one in Virginia. She lives in Reston with her husband, two children and their rescue dog.
Jenevieve is passionate about sharing knowledge and “balance sheet” protection with integrated tax optimization with professionals, entrepreneurs and business owners.