Our Philosophy

Hi, I’m Jennifer Aube - a Certified Financial Planner™, Chartered Financial Consultant®, author, and speaker. I’m on a mission to encourage planning and conversation among families to help you pursue financial freedom and fulfillment. Being a business owner, wife, and mom to four kids, I understand how crazy life can get! It is hard to carve out the time to have serious money conversations and research everything you need to confidently optimize your money. 

After almost a decade in the financial world, I am passionate about financial intimacy, retirement planning, and generational wealth. Everyone talks about how to make money, but few are discussing how your money mindset affects your relationships, life decisions, and future generations of your family.

Together we can align your goals with those of your spouse and create a more beneficial estate and tax planning strategy. Connect with me today to get started!