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.
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.
While good deals can be great, my recommendation is to remain mindful of what you really need before snapping up a bargain for a bargain’s sake.
Whether you are a student looking to apply for financial aid, an employee needing to update your benefits at work, a retiree wanting to switch your Medicare plan, or anyone needing to enroll in health insurance coverage through the Marketplace exchange, now is the time to gather your documents and your wits and tackle the task!
- 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