Modern Family Finance - Oakland, California

Carl T.

My partner and I have enjoyed with working with Jenni this year. She's helped us grow our financial literacy and get our financial house together, and it's been tremendously valuable, both strategically and tactically. She developed a clear financial plan for us, and during our time together we took many steps to bring our financial world into alignment with how we live and what we want. I really appreciate the energy and enthusiasm she brings to her work.

aiden F.

My partner and I have been working with Jenni for the past year and a half and have had a great experience. Neither of us had ever worked with a financial planner before and didn't really know where to start. In our time working with Jenni, she really helped us to figure out our goals and then start taking action. It's also great to have her for all of the one-off questions we had around company stock and tax questions.

Jenni is unique because she comes from the tech industry, so she understands our careers and the work culture. I appreciate that she's a fiduciary, so she works in our best interest and is not trying to sell us anything.

My partner and I highly recommend working with her, especially for anyone coming from tech or new to financial planning.

Karen D.

I enjoy working with Jenni because she's in a similar phase of life and can relate to my family's financial goals. My husband and I have three young kids, so we have very limited free time or interest in learning about stocks. Jenni has helped us to clarify our financial goals, set up systems that make our money work for us without thinking about it, and made us feel overall less anxious about money. She's someone you can trust, and we highly recommend her.

Thuc N.

Transitioning from the tech world to follow my passion for teaching felt like a leap of faith, one I never imagined taking. Through years of contemplating life after Tech, teaching always lingered in the back of my mind. Working alongside Jenni, we delved into my financial plan and life aspirations, and her persistent encouragement propelled me closer to my own passions until they became attainable. Jenni's inspirational journey from the tech industry to pursuing her passions served as a guiding light, and I'm grateful for her inspiration.

Adrienne H.

I reached out to Jenni after I unexpectedly lost my spouse and had to take care of my young kids on my own. Jenni became the Personal CFO of my finances, helping me to navigate complex paperwork in a time of overwhelming grief.

I feel like Jenni is a peer, a real human being who has my back. She understands my phase of life because she is also a mom, and in addition she knows all the numbers and brings lots of tools. She takes a very holistic approach to our work together and talks to me about finances in a way that I can understand. It comes across that she is doing this work as an intentional practice and not just a job.

Janet A.

My partner and I have been working with Jenni for over two years now and have loved working with her. 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. 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 also wanted our money to be more aligned with our values and invested more in organizations we cared about. 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. She refers to that often, making sure our financial work is aligned with our social and spiritual priorities. This is something quite unique and we feel sets her apart. Our work with her has been life changing. She is highly engaged, thorough, a clear communicator and 100% committed to your success, as you define it for yourself. We highly recommend her services!

Gustavo V.

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. 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. 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. The financial projections, the budget reviews, and the emotional support Jenni provided us helped us realize our dream is feasible. 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. 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 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.

Alchemy &. T.

My partner and I were feeling stuck in the grind of Bay Area life, and wanted help figuring out a plan to get to a point where we can stop worrying about income and start enjoying life. We really appreciate how Jenni gets the bigger picture of it all. She's helped us put money into the context of our lives. We've had two other prior advisors, and she's been the only one that has talked to us about money in this way.

We appreciate how down to earth and real Jenni is. She's also very focused, responsive, and efficient, while at the same time warm and funny. Instead of dreading getting into the details of our finances with someone else, we enjoy our meetings and always leave feeling better and more relaxed. She's helped us feel like we're doing ok and put a plan in place. With her help, we can let go of a lot of the nebulous worry we used to have about our finances. Thank you Jenni!