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
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. 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
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.