Jane is a Certified Financial Coach who followed her passion to help people with their everyday financial decision making. She specializes in helping her clients gain clarity around financial goal setting, communication and action steps that lead to increased confidence in their money lives.
Combining her training and experience as a financial coach and her degree in Social Work and Psychology, Jane guides here clients through a process of discovering their core beliefs
and emotions around money and leads them to an increased awareness of self-limiting behaviors in everyday financial decision making.
Jane launched her own company Money Mentor Group in 2015 and grew it to include an additional partner and two other financial coaches.
Jane co-authored a workbook, My Money, My Wealth which is the foundation for Financial Literacy Classes she teaches statewide. As a sought out public speaker, she has given workshops and motivational talks to many community organizations. She serves on the Board of The Women’s Business Network and is a Partner Coach with Wholistic Women Retreats. She volunteers at The United Way Prosperity Center as a trainer for their Budget Coach program. She enjoys spending as much time as possible with her family, her husband Mike, daughters Emma and Megan and two grandchildren.
Why We Love Jane
Jane’s approach to financial coaching goes straight to one’s motivations, making it incredibly “real”. Where many would refer to past earning and spending history to establish budgets, Jane looks at why we handle our money the way we do. She links financial goals to what we fundamentally want out of life. The focus is on heart, not our wallet.
Q&A with Jane:
We say members of Cowork Frederick are “status-quo disrupters, a little renegade, a little unconventional”. How does that apply to you?
After fifteen years in the financial services industry, I kept seeing a need for people to understand how to manage their everyday finances. Even the clients that had a high net worth struggled with making financial decisions around prioritizing their spending, how to save more and gaining clarity on “why they do what they do” with their money. After living through my own messy money story and the resulting shame and guilt I knew that there were others who were experiencing overwhelm with. their money. I listened to the little voice in my head telling me that my calling was in this arena of finances..
What about your career fulfills you and keeps you going?
My career as a Certified Financial Coach is fulfilling, as I witness positive change in my client’s emotions and behavior with money leading to lifelong confidence with their finances. I develop a collaborative relationship with each client, empowering them to move forward with financial confidence. I needed someone like me during my money struggles and wish I had a Certified Financial Coach that could have guided me in overcoming the obstacles that I had faced.
Which of the 8 guiding values defined by Cowork Frederick members speaks to you?
Collaboration. Each client is unique and learns in their own way. I take pride in working with each client with a collaborative approach, where we work as a team in developing action steps that will result in a personalized plan to manage their money for a life time.
Any financial tips in these times of COVID-19?
Absolutely. Check out Coronavirus, You, and Your Money – my blog about managing your finances during this time period.