Jenna VanLeeuwen, CFP® Aligning Wealth

Contact this advisor

About Jenna VanLeeuwen, CFP®

Are you so busy with your business and family life that you find yourself making reactive money decisions?

It’s hard to envision the future when so many things need your time and immediate attention.

At Aligning Wealth, we create individualized financial plans based on each client’s values and vision. Consider us your go-to financial partner, helping you create a clear action plan so you can build the ideal life you’ve been dreaming of.

GET FINANCIALLY ALIGNED IN LIFE
• Saving for retirement
• Saving for college
• Buying your dream home
• Taking your dream trip
• Thoughtfully managing investments
• Dreaming up a giving plan
• Creating a spending plan
• Sticking to a debt payment plan

GET FINANCIALLY ALIGNED IN BUSINESS
• Minimizing taxes
• Budgeting to scale your team
• Growing your income
• Creating your retirement plan
• Planning a maternity or paternity leave
• Understanding health insurance options
• Selling or buying a business

Jenna VanLeeuwen, CFP® is the founder of Aligning Wealth. She has years of experience working as a financial planner with families and business owners in the NYC metro area. She has partnered with business owners through all phases of a business owner’s life, from starting to growing to selling their business.

When not working with clients, Jenna is usually spending quality time with her husband Brian, her toddler Charlotte, and her two doggies, Ikki and Korra. Most Saturdays, you’ll find her whole family popping into a coffee shop and then taking a walk to smell the flowers or play in the park.

Contact this advisor

Recently Published

Top Retirement Plans for Small Businesses Without Employees

August 3, 2022

What are your retirement plan options as a small business owner without employees and how can you get started?  As a small business owner without employees, you have many options for a retirement plan.  If your business is just you (or just you and your spouse), you can put away a ton of money in […]

The post Top Retirement Plans for Small Businesses Without Employees appeared first on Aligning Wealth.

Read the full post →

Why did I Become a Financial Planner? 

June 30, 2022

I always knew money was an important part of life.  My parents had many lean months when my dad was the sole income earner, and my mom stayed home with my twin sister and I. Things got easier when we were older, and my mom returned to her career as a teacher, but frugality was […]

The post Why did I Become a Financial Planner?  appeared first on Aligning Wealth.

Read the full post →

What should you pay yourself as a business owner?

June 17, 2022

 As a business owner, you make the ultimate call on what happens with all of the profits in your business. There are many choices – meaning many opportunities to make smart decisions that will help you grow your business and grow your personal wealth.  Choices are great, but that also means it can be complicate` […]

The post What should you pay yourself as a business owner? appeared first on Aligning Wealth.

Read the full post →

Visit the blog →

Ideal Clients

  • Business Owners
  • Small Business
  • Women Professionals

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Hourly Fee: $250+/hr
  • Assets Under Management: 0.80%

SEC Records

Loading...