Jacquelin Liautaud (CFP®)
Jacquelin Liautaud focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- Generation X
- Millennials
- Women's Financial Planning Issues
- Business Owners
- Entrepreneurs
- Generation X
- Millennials
- Women's Financial Planning Issues
Planning Specialties
Women and Personal Finance
Family Financial Planning
Business Owners Financial Planning
Additional Information
The world of personal finance can be complicated and overwhelming. We are passionate about offering personal financial services that are down to earth, understandable, and meet you where you are.
We build plans for the future centered on your values, allowing you to live more fully in the present, help you live your "one wild and precious life".
We provide personalized ongoing financial planning and investment management services to women and small business owners. As a business owner myself, I love helping business owners and women let go of financial stress and gain financial confidence.
Our services begin with an initial financial plan. We get to know your vision, goals and how you define your one wild and precious life through focused meetings and detailed data gathering.
After completing your initial plan, we discuss the opportunity to continue our engagement through ongoing financial planning and investment management with our team. This includes help when you need it and regular support to stay on course with your plan.
NAPFA Start Date
October 25, 2023
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no assurance that you will experience a certain level of results or satisfaction if you
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