Jennifer Swindler (AFC, CDFA, CFP®)

Jennifer Swindler focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Divorce Planning
  • Entrepreneurs
  • Financial Psychology/Coaching
  • LGBT Couples and Families
  • Women's Financial Planning Issues

Planning Specialties

Marriage, domestic partnership, and divorce Equity compensation Small business Student loans Life planning LGBTQIA

Additional Information

Hi, I’m Jen, founder and advisor at Money Illustrated. My journey into financial planning began while I was working as a self-employed graphic designer; managing my own finances and inconsistent freelance income sparked an interest in managing money better. This quickly became more than a side hobby, and eventually resulted in my making a career change to pursue an undergraduate degree in financial planning. I later went on to complete a graduate decree in Financial Planning & Analytics. In addition, I obtained the Certified Financial Planner (CFP®) designation, am an Accredited Financial Counselor (AFC®), and a Certified Divorce Financial Analyst (CDFA®).? As I worked in various financial planning firms over the years, my free-spirited, feminist, artistic self never quite fit into the male-dominated, conservative, traditional industry (very much in need of diversity and new perspectives). Eventually, I decided I needed to create the space I was searching for. I started Money Illustrated in hopes that I could bring my two worlds of art and financial planning together in order to create something different — something more inclusive, progressive, innovative, and creative — that would always act in clients' best interest, while educating them on the intricacies of their financial situations and empowering them to live their dream lives. No matter what your financial background looks like, I’m here to offer a judgment-free approach that meets you where you are. My goal is to use financial planning as a tool to help you build a life that reflects your values, supports your relationships, and focuses on what truly matters to you. Outside of personal finance, I love to hike in the nearby Rockies, tend to my plants, practice yoga, and paint. I live near Salt Lake City, Utah, with my wonderful partner, an exuberant dog, and two grumpy old cats.

NAPFA Start Date

September 23, 2024

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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.
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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.

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This Office

Call for an Appointment Bluffdale, UT 84065 Phone: (801) 609-4567