127 - Do You Know How To Squeeze The Juice?

Originally from Maryland, Jennifer brought her over 27 years (44 years if you count going into the office
with her father as a child) of expertise in the financial services industry to Florida. Jennifer has found
that a relationship with an advisor is most critical at the intersections in life where emotions collide with
financial events. She enjoys facilitating her clients through challenges as they experience life’s upsets
such as divorce, the loss of a spouse, or business to retirement transition. Whether you are experiencing
divorce, a business client expanding or selling your operation, or a couple wanting to make sure they
have provided for their family, Modern-Wealth may be a good fit. Jennifer provides a fresh perspective
to the financial planning process by digging deep to understand what drives her clients. At Modern-
Wealth, they build long-lasting relationships.

As part of their process, they encourage clients to communicate their values to the most important people in their lives by writing a family love letter. This led her to write “Squeeze the Juice: Live With Purpose-Then Leave a Legacy.”