Jennifer Bush (CFP®)

Planning Specialties

Jennifer specializes in supporting individuals through life’s transitions, whether it’s a career shift, divorce, loss of a loved one, inheritance, or other major life events. She understands how overwhelming change can feel, and her mission is to help clients move through it with confidence, security, and a clear plan for what comes next.

With a holistic and compassionate approach, Jennifer helps simplify complex financial decisions, addressing everything from budgeting and cash flow to tax considerations, investment strategy, and estate planning. Every plan is personalized to reflect each client’s goals, values, and unique circumstances.

Since beginning her career in 2006, Jennifer has worked across wealth management, employee benefits, and financial education. Over the years, she has seen how empowering it is when people gain control and understanding over their finances, especially in uncertain times.

Jennifer is particularly passionate about working with Solo Agers and women navigating life transitions. After becoming a single mom in 2010, she rebuilt her own financial foundation and understands firsthand the challenges and opportunities of starting over. Through persistence and smart financial choices, she reached one of her proudest milestones: purchasing her own condo in 2021.

Outside of work, Jennifer enjoys nature walks, biking, learning about health and nutrition, painting, sewing, and spending time with her daughter and their two rescue cats, Turbo and Tyson.