Jennipher Lommen, CFP® Wildflower Financial
- Virtual, Santa Cruz, CA 65060
- (831) 854-7291
About Jennipher Lommen, CFP®
As a Certified Financial Planner (TM), I take time to listen deeply to my clients as they express their concerns, hopes and values. I work collaboratively with my clients to develop a plan that fits their unique goals. My aim is to always provide the highest quality financial planning, investment advice and tax preparation services to each client who chooses to engage with me on the financial planning journey.
I earned a Bachelor’s of Arts in Women’s Studies from the University of California, Santa Cruz in 1993. This interdisciplinary and research intensive major has served me well as a financial planner. 1993 is also the year I had the first of my three amazing children. Motherhood blessed me with the opportunity to witness and help shape the unfolding of three very unique individuals. As my children became more independent, I turned my focus to formal training in the field of financial planning.
I currently live and work on the edge of a redwood forest with a lively household of husband, kids, pets, wildlife and an untamable garden.
We all know that our kids are watching us and that we are modeling behavior whether we like it or not! Spending time working on our own financial health can provide an excellent opportunity to teach healthy financial behavior to our kids.
At first it may seem complicated, but if you spend time studying the items on your pay statement, you will be better informed about your income, your deductions and your taxes. You can compare your own calculations to the IRS withholding calculator and feel empowered to take charge of your pay stub!
When I meet or talk on the phone with someone who is experiencing a financial crisis, such as the loss of a job or spiraling debt, I try to bring the focus toward immediate next steps that can help bring relief. It is not until after this crisis is addressed that we can move on to bigger picture goals. The first thing to do is to recognize that you are not alone in your experience and that there are steps you can take to make things better day by day.
- Financial Coaching
- Gen X
- Offers Free Assistance to Furloughed Government Workers
- Women's Finance
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
Monthly Fee: $50+
- Plan Fee: $400+
- Hourly Fee: $200/hr