Monica Jennings (CFP®, MBA)

Monica Jennings focuses in the
following client markets or areas of practice:

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Planning Specialties

Jennings Financial Planning, Inc. (JFP) offers financial planning and investment advisory services primarily to those with a desire to pursue long-term objectives such as financial independence. This can involve several areas including assisting with spending management, identifying financial risks and options to address them, and developing tax strategies. Investment advisory services are driven by a clear investment map designed to reach your destination. When appropriate for your situation that may include a customized bond portfolio.

JFP also offers retirement plan solutions. We begin with an assessment of your current program which could include a benchmarks report. We offer an unbundled team approach through Advisors Access TM and its network of independent recordkeeping firms and custodians.

Additional Information

You deserve the opportunity to have a satisfying financial planning experience, one that allows you to approach the process with a confident vision. That kind of confidence is often largely based on knowledge and clarity about your options. Offering guidance and education are, therefore, key aspects of the process we use.

JFP is a member of the BAM ALLIANCE, a destination of ideas, insights and intelligence that enables you to make better decisions about your future.