Learn more:

  1. ‣Is Your Financial Advisor a Fiduciary?

  2. ‣Why is Fee-Only Compensation of Critical Importance?

  3. ‣What the High Standards for Competency and Excellence Required by NAPFA and the CFP Board?

Good thoughts are no better than good dreams, unless they are executed.    

                                                   - Ralph Waldo Emerson   

Unique Value


Lazarus Financial Planning purposefully combines several characteristics, and in doing so, fills a unique niche.


Comprehensive financial planning

  1. ‣Comprehensive financial planning -- going beyond just investments

  2. ‣Unique financial planning topics relevant to women & unmarried couples

  3. ‣Cash flow planning that is more than budgeting

  4. ‣Socially responsible mutual funds & community investments


Personal style

  1. ‣Creates a comfortable, non-judgmental atmosphere

  2. ‣Draws out the financially naive, reluctant, disinterested or resistant

  3. ‣Offers win-win alternatives for couples with money differences

  4. ‣Listens..and gives advice based on what matters most to you


Ethics

  1. ‣Fiduciary -- as a fiduciary, I’ve committed to put your interests ahead of my own

  2. ‣Code of ethics: NAPFA and CFP Board

  3. ‣Personally invested right alongside my clients -- in other words, I “eat my own cooking”


Credentials

  1. ‣CERTIFIED FINANCIAL PLANNER™

  2. ‣NAPFA-Registered Financial Advisor


Compensation

  1. ‣Fee only -- different from “fee-based,” fee only means I am only compensated by you

  2. ‣Flat, predictable fees based on net worth

Unique Value

Financial Planning

Socially Responsible Investing

Meet Jennifer

Resources

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