ABOUT ME

My Story

Hi! I’m Jess,

mom and “money manager” of my household. I love all things numbers and creative solutions to give families control and confidence with money.

But confidence with money was not something I have always felt. Like many, I was raised in a household that had credit card debt, a lot of expenses, and no talk about managing money. In fact, anything related to money was STRESSFUL. Tax time: confusing and stressful. Credit card bill: fighting and stress. Back to school shopping? Yup, stress filled!

I remember being in the store with my mom year after year, seeing the worried look at the check out counter. I learned to check every price tag and started to automatically shop the clearance rack, even if I couldn’t find clothes that I liked. Anything to cut down on feeling like a financial burden to my parents. I’m sure they did not want me to feel that way, but the lack of knowledge and perspective into our finances ultimately caused me to. It was confusing because there were still vacations, big holidays, and 2 cars. Money just did not make sense and I started to think it never would.

Thankfully, as a young adult, my love of learning and helping others got in the way! Through school and my desire to try new things with my money, I learned that it didn’t need to be hard or scary. Being passionate about both people and spreadsheets, I have set out on a mission to help families create a life they love so they can spend more time making memories and not worrying about money. When I’m not in the numbers or reading up on some financial topic, I love spending time with my family hiking, on a random adventure, or attempting to whoop butts at Mario Kart.