Wealth Management
Featured Speaker: Jennifer Lee
About Jennifer Lee
Jennifer Lee is the founder of Modern-Wealth; a Sarasota-based financial firm with a focus on helping individuals experiencing transition.
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.”
Three Takeaways from the Interview:
- TIntegrating wealth management with career planning ensures that your financial goals are aligned with your career aspirations. Your career choices and decisions will directly impact your income, savings, and investments.
- By factoring in wealth management from the start of your career, you can work towards early retirement, giving you more time to enjoy the fruits of your labor.
- Integrating both planning aspects allows you to consider how your career and financial goals evolve over time, guiding your decisions in a way that benefits you in the long run.
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Jennifer's Gift
About Jennifer Lee
Jennifer Lee is the founder of Modern-Wealth; a Sarasota-based financial firm with a focus on helping individuals experiencing transition.
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.”
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