Jenna VanLeeuwen, CFP® Aligning Wealth
- 201 Montgomery St #2029, Jersey City, NJ 07302
- (201) 380-0215
- http://www.aligningwealth.com/
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.
Recently Published
If You’re a Small Business Owner, You Need an Estate Plan
February 27, 2023As a business owner, you have different estate planning needs than someone with a W2 salary job. Perhaps you are planning on selling your business to fund your retirement. Maybe you plan on passing your business on as a multi-generational enterprise. Regardless, you don’t want to leave your family without a concrete plan for how […]
The post If You’re a Small Business Owner, You Need an Estate Plan appeared first on Aligning Wealth.
How do you make the most money from the sale of your business?
February 23, 2023Are you planning to sell your business to help build your wealth and fund your retirement? It’s important to have a long-term, strategic exit plan even when you aren’t planning to sell your business right away. Step 1: Understand Your Taxes As you create an exit plan, one of the most important aspects of your […]
The post How do you make the most money from the sale of your business? appeared first on Aligning Wealth.
Buy-Sell agreements: Ensuring Smooth Business Transitions
February 23, 2023Building a business is all about the day-to-day decisions. But what happens to the business if the primary decision-maker isn’t there? Creating a continuity plan that outlines transition planning should be part of the foundational documents of a business at any stage. Valuing the business, codifying the steps that will be taken and planning for […]
The post Buy-Sell agreements: Ensuring Smooth Business Transitions appeared first on Aligning Wealth.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
