Securities investing involves risks, including the potential for loss of principal. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.Īll written content on this site is for information purposes only. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Equita Financial Network also markets investment advisory services under the name, Modern Family Finance, LLC. Registration does not imply a certain level of skill or training. Investment advisory services offered through Equita Financial Network, Inc. She is highly engaged, thorough, a clear communicator and 100% committed to your success, as you define it for yourself. Our work with her has been life changing. This is something quite unique and we feel sets her apart. She refers to that often, making sure our financial work is aligned with our social and spiritual priorities. Jenni had us come up with our own values statement about what we are hoping money could support doing in our lives, to live our best lives. We also wanted our money to be more aligned with our values and invested more in organizations we cared about. We wanted more freedom in our lives to potentially live abroad or have one of us not work, but we didn’t know if this was financially feasible and didn’t have any confidence in making decisions in this area. We first met when we were wanting to carve out a new plan for our financial future and didn’t know where or how to start this process. My partner and I have been working with Jenni for over two years now and have loved working with her. We highly recommend Modern Family Finance to others in our LGBT community, especially those wanting to pursue a non-conventional path like early retirement or moving abroad. We are moving forward into this new adventure with a clear view of risks, knowing that if things don't work out we can make adjustments. We’ve appreciated how balanced Jenni's sessions are - presenting a clear view without sugar coating, allowing us to feel confident that we have the key information we need to make informed choices. The financial projections, the budget reviews, and the emotional support Jenni provided us helped us realize our dream is feasible. Before working with Jenni we would daydream about making a change but the conversations would never progress far past the question "How much money do we need to make this feasible?" Living in a culture built on scarcity and fear around having enough to retire, we had serious doubts about whether we could and should make this move. Jenni's support has been integral in this transition and we wouldn't have felt comfortable moving forward with our plans if it weren't for her. Jenni has been working with my partner and me for over a year as we plan for major career changes and a new adventure living outside of the USA.
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