Jen’s List
Resources that grow relationships, not just returns
Clients’ life decisions often come before financial decisions.
Career changes, retirement, divorce, grief, caregiving, downsizing and moving—all impact money.
Advisors want to support their clients through it all, but…
You can’t be an expert in everything.
You often don’t know where to point them.
Time is tight. Scope creep is real.
What is Jen’s List?
Jen's List Concierge is an on-demand, behind-the-scenes support system designed exclusively for ambitious financial advisors who want to support clients through life transitions—without expanding their workload.
Your behind-the-scenes partner for life beyond the portfolio.
How it works:
1) Having worked with advisors and clients I’ve accumulated a list of resources for a variety of nonfinancial topics that impact money (emotional side of retirement transition, career change, downsizing, health, etc.)
2) Submit an inquiry
3) Within 2 business days you’ll receive a customized response that you can edit and send in your client’s follow-up communication
4) Your client will appreciate your care, attention to the whole person, and concrete, actionable resource to support them in life.
Key Benefits
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Provide trusted, tailored referrals and white-labeled content seamlessly so your clients feel truly understood—not just managed.
A source of confidence: your referrals are vetted by a credentialed expert.
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Free up headspace to focus on financial strategy, knowing you have robust non-financial support as an extension of your care.
Protect your time and energy—no need to become a career coach or therapist yourself.
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71% of advisors report elevated stress levels, with many losing the joy of advice under administrative overload.
By having a trusted partner manage life-transition support, you're freed to do what you love—without the burnout.
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Clients want their advisors to address more than money. 90% of retirees say financial professionals should help with non-financial aspects of retirement.
89% of client reviews emphasized "relationship quality" and long-term planning—far more than portfolio performance.
What Clients Say about Jen:
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Susan B.
“I knew I wanted to retire, but I wasn’t sure when, or how to announce it.”
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Tom R.
“She really pushed me to create a vision for my identity in retirement.”
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Lindsay C.
“Jen reframed things for me and helped me think about what I wanted for myself.”
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David S.
“When you go to speak with her, you understand that you face problems that others face.”
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Anita R.
“I was excited about retiring, and I was also nervous about how I would stay productive.”
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Jeff R.
“Jen helped me confirm what I was thinking about my next step, and I’m so glad I took it.”
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Laura L.
“Jen gave me the space to explore what I was looking for, what is fulfilling, and challenging.”
My promises to you:
This is a frequently asked question?
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
This is a frequently asked question?
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
This is a frequently asked question?
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
This is a frequently asked question?
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.