Jalene Hahn (CeFT®, CFP®, MBA)
Jalene Hahn focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
WWA Planning & Investments takes a goals based approach to planning. We work with our clients to clarify their goals, prioritize what's most important and focus on the steps needed to achieve those goals. Our typical clients are Cummins employees, busy professionals and individuals preparing for lifestyle transitions -- retirement, career change, widowhood or divorce. Our core competencies are Retirement Income Planning, Tax Management, Asset Allocation and Investment Management, Financial Coaching and Transition Management.
Additional Information
I enjoy working with a variety of people on a variety of topics. Many people seek guidance in times of crisis and sometimes the real solution is not monetary but perspective. When faced with stressful situations what's often most important is having a trusted "Thinking Partner" that can help keep you safe and help you clarify your choices. My clients are very diverse, but they are all life-long learners, involved in their communities, authentic and coachable. Most often they come in while transitioning to a single state either through death or divorce. Through those transitions it helps to have an objective perspective on your financial situation and the impacts on your lifestyle choices. I also enjoy working with pre-retirees as we vision what form retirement will take and how best to utilize resources to live a life that matters and leaves a meaningful legacy.
NAPFA Start Date
June 17, 2005
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