GAIN PEACE OF MIND.
You’re a superstar gen x woman.
You want to know whether you’re on track to attain your goals.
My mission is to earn your trust, and put you on the path to financial freedom.
Beyond the numbers.
Hi, my name is Jane Yoo, CFP®, MBA, and I’m the founder and CEO of Jane Financial. I started my business to help put Gen X women and their families on the path to financial freedom. As a CERTIFIED FINANCIAL PLANNER®, I believe in an open, collaborative, and non-judgmental approach to: (1) discovering your goals and dreams, and (2) creating a financial plan customized to YOU.
How I can help.
Financial planning is my calling, and I believe in its power to transform lives. My qualifications include:
- Aspiriant, Wealth Management
- Vanguard, Portfolio Review Department
- Social Security Administration, Insurance Specialist
- MBA, University of Chicago (Finance, Economics)
- AB, Bryn Mawr College (Chemistry)
- Financial Planning Certificate Program, UC Berkeley Extension
When I was younger, I expected to climb the corporate ladder at one company, but life changed, and I decided to follow my own path. Running my own business is deeply gratifying.
Outside of work, I’m a doting aunt, meditation devotee, cat lady, and Star Wars geek.
READY TO TALK?
SCHEDULE A FREE CONSULTATION WHERE WE CAN DISCUSS HOW TO GET YOU FROM HERE TO THERE.
The latest articles.
In part one of the Open Enrollment series, I discussed the three most valuable benefits offered by most companies: health insurance, Flex Spending Accounts (FSA), and Health Savings Accounts (HSA). In this article, I will discuss the other common benefits offered by employers: Dental insurance Vision insurance Life insurance Disability insurance Accidental death & dismemberment insurance […]
Open enrollment is your opportunity to switch coverage once a year. You could do nothing and automatically be enrolled into the same plans you had this year. Certain benefits like Health FSAs and Dependent Care FSAs must be renewed annually, however. A change in your personal circumstances could warrant updates to your benefits, such as: […]
It’s difficult to evaluate whether a financial planner is a good fit for you. When you’re buying a physical product like a car, it’s easy to define the criteria, and to confirm that the car meets those criteria (color, sedan vs. SUV, etc). When you’re shopping for a service like financial planning, however, you won’t […]
The Equifax data breach has jeopardized the majority of Americans’ birth dates, SSNs, addresses, and some driver’s license numbers. Unfortunately, the Equifax data breach wasn’t the first of its kind. It’s likely that your information is already out there, and I don’t believe a credit freeze will be effective in protecting you from fraudsters. I’ve […]
If you’re considering adult braces, I say from firsthand experience that it’s worth it. I’ve had braces twice in my life: from age 15-17, and 35-37. As a teenager, I wore the retainer as instructed for a few years, but I fell out of the habit during college. Over the next 18 years, my teeth […]