MY 52-YEAR JOURNEY AS A FINANCIAL ADVISOR has been met with much self-motivation, humbling successes and failures, opportunities to lift others, personal growth, all to develop and harness my best self. Living life with intentionality and encouraging others to do the same—whether it’s taking that once in a lifetime trip, pursuing a new career endeavor, or going back to school (all financially pre-approved, of course)—is a great strength of mine. My most important accomplishment is nurturing the persona of Aunt Jenn or AJ. Making a deep connection to another human being, especially a child is tremendously rewarding and powerful. There has not been a role more important in my life. My beautiful nieces and nephews have been a long-time objective; be there, listen, encourage, comfort, stretch, teach, grow, hug, play games, cook, create, and become that resource, that trusted adult, and fun aunt. 

As a financial advisor, I try to apply this philosophy to my work. For me, it’s about encouraging women to take financial control, acting as an advocate for women in financial transition—whether it be helping through a divorce, navigating an inheritance, retirement, or selling a business—being a sounding board through life’s most challenging moments, and truly being a resource to help guide them to the next level of their journey. 

I’ve found that many women can be unsure of where to start on their financial planning journey. To me, financial planning is not that complicated. What do you have? And what do you want? My first book, Squeeze the Juice: Live with Purpose, then Leave a Legacy is a risk-free interview with me; a look behind the cur- tain. It’s a two-hour read, and you will know if we are a good fit. Only then can you truly consider coming on this journey to financial freedom with an advocate. It all comes back to creating a life with intention. Will you take this journey? 

Jennifer Lee's Profile