with Jenn Uhen, Financial Educator

1:1 Sessions

You’re ready to take an active role in your financial journey but you’re not sure what that means.

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    Financial Clarity

    We’ll work together to bring Financial Clarity to your financial journey.

    We’ll explore what you a life well-lived means to you and get clear on Big Financial Goals that are meaningful and motivating.

    Move over the “should” goals of paying off debt or advocating for a raise or buying a house. While those may be some strategies for you to achieve your Big Financial Goals, those aren’t the goal.

    Then we’ll get clear on what options are available to you. We’ll explore a few paths that are aligned with your values and goals.

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    Financial Confidence

    Your Financial Journey becomes a powerful, engaging journey when you have the Financial Confidence to take action towards your Big Financial Goals.

    Our sessions can focus on having Healthy, Wealthy Talks with confidence with your partner, family, work colleagues, or Financial A-Team. How can you clearly and confidence share your goals and values, ask meaningful questions, and receive the answers you need.

    We’ll also co-create a plan you can take to expand your Financial Literacy and Financial A-Team to become the leader your need to be on your financial journey.

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FAQs

  • There is a discount for purchasing multiple sessions. 1 session is $180. 3 sessions are $360, 5 sessions are $500.

  • I recommend starting with three sessions. However, you can choose to pay for one session at a time.

  • No. The only requirement for working together is that you are ready to take an active role in your personal finances (and I know you are).

    I work with all genders, all ages, all chapters of your financial journey.

    If you want to be more values-aligned and goals-aligned with your finances, you would be a great match for 1:1 sessions!

  • Yes! Schedule a free 30-minute call with me to see if we’re good fit and what path is the best for you - 1:1 sessions, PAL small group program, The Pledgettes community. Let’s talk about you and your goals.

  • Jenn Uhen is a Certified Financial Education Instructor®. This validates that I have a strong understanding of financial foundations and adult learning principles.

  • No. I will not give you specific investment advice (like which stocks you should invest in).

    In our sessions, we'll work on Financial Clarity of what you want on your financial journey and in life and the financial confidence to initiate Healthy Wealthy Talks with family, partners, and your Financial A-Team.

    Not sure what a Financial A-Team is? We'll work through that in our sessions too.

  • We'll start with Financial Celebrations. They can be big, small, recent, dated. There are also many celebrations that don't feel directly money-related but influence your financial journey.

    Then, I'll ask, "What's most important to talk about today?" There could be some pressing things: preparing for a conversation, talking through a financial decision, asking for context around some unsolicited financial advice you have received, etc.

    I'll ask clarifying questions, bring in any money beliefs that may be clouding your decision making, support you in prioritizing actions/goals, and more.

    We'll end with commitments for Financial Actions.

Testimonial

“Working with Jenn Uhen on a one-to-one basis has been a transformative experience for me.  Jenn possesses a unique ability to clarify complex financial landscapes, turning overwhelming concepts and to-do lists into clear, actionable strategies. Under her guidance, I've not only been able to prioritize my financial goals but also break them down into achievable milestones. Beyond her expertise, what truly sets Jenn apart is her dedication to connecting me with an array of resources, enabling me to build my own Financial A-team. Her passion for empowering women in their financial endeavors shines through in everything she does.  I am grateful for the clarity and direction Jenn has brought to my financial journey.”