Jennie Henry CFP®, RICP®

One of my dreams is to help others reach theirs.

You work hard.  You save.  You go to work every day, dreaming about what’s next.

Working towards YOUR dreams, whatever they may be.

For more than 25 years I have been blessed with the opportunity to work with families and businesses just like you – preparing for life’s unexpected and helping position them for a successful financial future. 

But it can be challenging to build something without a process.

A four-step process helps take out the guesswork – leaving you with strategies to help meet your personal and business goals.

• Set and prioritize goals – defining what you want to accomplish financially

• Create a personalized action plan – aligning strategy with your goals

• Implement your plan – bringing your plan to life

• Monitor your progress – scheduling regular reviews to make sure you stay on track

I would love to be a part of your team.  Let’s get started today!

About Jennie:

• I love spending time with my family:  Married to David, Joffie (our dog)

• Proud Wartburg College Grad; BA in Math

• Involved in local tennis – loving the thrill of competition and camaraderie of team