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.

GUIDED START

Work with me on a project basis. We’ll discuss your priorities, define the project scope, and agree on the fee. Topics include retirement, family (e.g. preparing for a new child; college savings), investments, employee benefits (e.g. 401(k) plans, RSUs), and insurance.

PEACE OF MIND

Work with me on an ongoing basis. I will be on-call as you navigate life transitions, including new jobs, family changes, and buying a home. You will have someone in your corner who understands your values, provides thoughtful recommendations, and offers accountability.

Meet Jane.

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.

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