Janice Pierce, CFP®, CRPC® Achieve Financial Partners

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About Janice Pierce, CFP®, CRPC®

My grandmother taught me one of my first money lessons. She worked long hours as a waitress, earning most of her income from tips. When she visited, she would empty her wallet and give us the pennies.

“Never give a penny as a tip,” she told us. “You’re telling the waitstaff that the service was terrible.”

For the first time in my life, I realized that money was tied to emotion. How could so much be communicated in one small gesture – leaving a server pennies? My grandma took the pennies out of her wallet to remove the negative emotions associated with them (and to teach us a lesson, I presume.)

As a financial advisor, I think back to that experience frequently. It reminds me that money conversations are not about dollars and cents. They are about hopes, dreams, goals, security, and emotions. The real conversations about money intersect all areas of life – relationships, family, the future, career and navigating curve balls life throws at all of us.

I started Achieve Financial Partners to help clients understand why they are managing their money as they do, how that fits with the ultimate purpose and passions of their lives and how to create goals that move them toward living the life they ultimately want.

Professional Bio:
Janice Pierce, CFP® CRPC® is a lifelong learner who has interests in several areas. Before moving into financial advising, she spent time working as wellness a coach, franchise development manager, trainer, and home school mom. She studied theology, graduating highest honors and later received her certification in comprehensive nutrition. After becoming a financial advisor, she attained her specialization in retirement counseling, and then her Certified Financial Planner™ designation. Because of her experience in many areas, she is uniquely qualified to assist business owners, retirement plan participants, and career professionals. She particularly enjoys working with mid-career women who are looking or have started a “side-hustle” as an additional revenue stream for retirement or as a passion project to leave their mark on the world.

Personal Information:
Janice has lived in the Pacific Northwest for most of her life. She is married to a wonderful “Jeeper” husband and together they hit the trails in their Rubicon, searching for hot springs, discovering new trails or paddleboarding on various waterways. She spends as much time as possible with her family, which seems to grow by the minute! And, when not working with clients or exploring the outdoors, she spends time creating characters, plots and themes for her next novel.

 

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Ideal Clients

  • Business Owners
  • Gen X
  • Holistic Financial Planning
  • Retirement Planning

Ways Advisor Charges

  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat Fee: $1,500+/engagement
  • AUM: 1.07%

SEC Records

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