Lazarus Financial Planning

We give money soul by the way we earn it, save it, spend it and invest it.

- Lynne Twist

Meet Jennifer Lazarus, CFP®

What I most value about financial planning is getting to know my clients much deeper

than the numbers -- hearing what really matters to them and helping them bring that

into being.

While many people hire me initially because of the investments, I often hear that the

true value lies in all the work we do above and beyond the portfolio. In other words,

financial planning is so much more than just managing the money. I help people get

organized and take care of all the details of their financial lives: everything from being

intentional with where their money is going to reviewing their insurance coverage and

helping them get what they need; from discussing how much to put down on their new

home to making sure their legal documents reflect their intentions.

As a “financial planner for the socially responsible investor,” I work exclusively with people

who share my conviction that we can solve social and environmental problems by how we

spend, donate, volunteer, and invest our capital. Here again, our conversations are deeper than just what’s in the portfolio because there are so many ways to be socially responsible with our money that goes well beyond what’s in the brokerage account.

Because the way I work engages people at the level of their values, aspirations, and yes, even their stumbling blocks, I am regularly helping people improve their relationship with money, and their relationships with each other around money.

While the technical side is intellectually engaging and feeds my love of learning, it’s the human connection, the relationship that strengthens over time, and the chance to really impact someone’s life that energizes me. At the end of the day, the greatest compliment is to hear: you remind me of who I am and we move forward with that.

Learn more:

  1. All the professional details about Jennifer Lazarus

  2. Morningstar Advisor magazine profiles Jennifer Lazarus: Practicing What She Preaches

  3. Services Jennifer offers: Ongoing Financial Planning and Financial Coaching Groups and Cash Flow Consultations

  4. Guide for Choosing a Financial Advisor -- Pursuit of a Financial Advisor Field Guide