Jennifer Coffey Smith (CFP®)

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

  • College/Education Planning
  • Entrepreneurs
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

FINANCIAL PLANNING
As our lives change, whether saving for college or preparing for retirement, our financial goals need updating to keep pace. Working with a fee-only Certified Financial PlannerTM can help you identify adjustments necessary to keep you on track towards realizing your financial future.

We offer financial planning on a project basis (number of hours to create your plan times our hourly rate) designed to create your roadmap to the future. There is no income or asset minimum for our service.

If you need assistance implementing your plan, a service is available.

If you would prefer a chief financial consultant, available to you continuously, please view our Concierge Service.

INVESTMENT MANAGEMENT
Investing is an important component of financial planning. We offer two options.

  • Customized portfolio designed to reflect your goals, objectives, time horizon and tax situation
  • FC Digital – fully automated web based offering. Investment model assigned based on responses to risk questions

RETIREMENT PLANNING AND WORKSHOP
Many people spend one-third of their lives in “retirement.” We view retirement as a life transition redefining who we are and what we want our future to look like. Financial Connections helps you to define your vision: Will you work part-time at a job you enjoy or not work at all? Will you volunteer for a cause you believe in? We help you articulate this future and see how your finances fit with your vision.

LGBTQ, SINGLES AND NON-TRADITIONAL HOUSEHOLDS
Unique situations may require personalized planning. We have been serving these communities for over 25 years.

Please call or visit us at www.FinancialConnections.com

 

NAPFA Start Date

March 28, 2014

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This Office

2608 9th St Ste 302 Berkeley, CA 94710-2577 Phone: (510) 849-4667

Other Offices

21 Tamal Vista Blvd Ste 105 Corte Madera, CA 94925-1186 Phone: (415) 924-1091
201 Spear St Ste 1100 San Francisco, CA 94105-6164 Phone: (415) 924-1091