Our global financial system is highly complex. Your financial life doesn’t have to be.
What Clients have to say…
Working with Jen has completely changed the way I think about money and make financial decisions. Since working with her, I’ve taken career moves I wouldn’t have otherwise, paid off debt, purchased two homes, and increased our savings and investment account balances. We do all these things with confidence now knowing that we have a competent and compassionate advisor in our corner.
-Ashley, client since 2018
I interviewed a litany of advisors before finding Jenifer. All advisors seem to have a limited sphere of vision or understanding. It’s like they find a discrete system and then specialize within narrow parameters. They seemed to be all simple market, cookie cutter allocations into bonds and equities. Jen will listen to your specific needs and interests and tailor allocations to, and for you. She will gladly explain things well, and in my case, multiple times. She also looks to the future of investing, not simply what has worked in the past, a discipline which I believe will benefit me and my portfolios. I’m more than happy, to have chosen her in my search, I’m fortunate.
-David, client since 2020
“ I just want to say grateful thank you for your partnership, leadership, crystal clear communication, and expectation setting. It’s a pleasure and an honor to work with you.I also appreciate all the humor, understanding, and patience as you work with different styles and get your clients onboarded to a newer, better ways of thinking wholistically.It is quite a great feeling to know that we are in such competent hands.”
– Sonal, client since 2021
I run a social impact business and care a lot about how our current financial system is inequitable. Managing to grow within a system while trying to improve it is tough, and Jenifer completely understands how to close the gap between what I value and how to grow my impact through my financial choices and planning. Her financial savvy and values integrity makes her approach to financial planning and financial well-being unique, nuanced, and refreshing, especially if you care about the way your money impacts the world. Couldn’t recommend a better person for anyone’s financial future planning!
– Christina, client since 2020
Jenifer Sapel, ChFC™WMCP™
My interest in personal finance is rooted in the drastic change in my childhood after my parent’s divorce. Money went from being a non-issue to the elephant in every room and I became fascinated with finance and its power to alter life trajectories.
My work is focused on helping women make confident financial decisions. It’s common for even the most competent and high-earning professionals to second-guess their financial power and ability.
With the right team and support, women making confident financial and investment decisions create homes full of possibility and healthier communities and economies.
Outside of this business, I keep busy working toward an inclusive economy with a community of like-minded women, and advising Nav.it – a financial wellness app for enterprises.
I’m a Chartered Financial Consultant, Wealth Management Certified Professional, and a CSRIC professional and I look forward to assisting you, wherever you are in your financial journey.”