Think of us as a wealth spa … for rejuvenating your financial focus.


Think of us as a wealth spa … for rejuvenating your financial focus.


Think of us as a wealth spa … for rejuvenating your financial focus.


A healthy, happy life takes balance. So does a healthy, happy relationship with your money.

You want to make good financial decisions – good for you. This takes understanding the facts as well as the feelings they elicit:

  • Who are you and what do you want to do with your wealth?
  • Who are the people you cherish most? What events and activities are most important to you?
  • Do you have a good handle on your money? What have you got to work with, and how does it all work, anyway? How do you know if you’re on the right track?

Jennings Financial Planning, Inc. is your wealth advocate. We carefully pace the financial guidance we offer to work toward releasing you from your doubts and moving you into a position of relaxed confidence. You are welcomed into a boutique level of client care, supported by our professional wealth management expertise, employer retirement plan solutions and specialized alliances.





For Individuals

Does this sound like you: You have questions and concerns about your financial decision-making. You have a disquieting sense that there’s room for improvement – and that you could use some help with that.

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Employer Retirement Plans

Your retirement plan is one of the most important benefits you offer your employees. In fact, it may be the only way many are saving for the future. Jennings Financial Planning, Inc. is here to help you make your plan the best it can be.

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Retirement plans can be as unique as your company and its employees--if you take time to set specific goals for your plan. Without defined goals, it can be difficult to create an effective retirement plan that meets expectations. Here’s helpful guidance about defining your plan goals and offering this benefit which helps everyone save toward retirement success.
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First Quarter 2017 and You

By Monica Jennings on Apr 28, 2017

Investment Goals, Planning

“Is that all?”

I know I’ve had the experience of looking at the return of my portfolio and asking myself this question after being aware for a few months that strong returns were being reported in widely-watched market indexes.

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