Thaker Financial: Helping You Live Your Best Financial Life #healthiswealth
Specializing in Personal and Business Financial Planning for Entreprenuers!
About Jen
Throughout my career and personal life, I have witnessed firsthand the transformative power of financial planning. It is not just about numbers and investments; it is about empowering individuals and businesses to take control of their financial well-being and create a life filled with abundance and security. That is why I am a firm believer in the philosophy that #HealthIsWealth – understanding that true wealth encompasses both financial stability and overall well-being.
What to Expect: The Financial Planning Process
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Discovery
Get to know each other through conversation and pertinent questions about your personal life, financial situation, and goals.
(1-2 hours)
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Analysis
Work together to address your needs and objectives with the goal of preparing a holistic plan to help you live your best financial life!
Discuss any associates who might be helping in this process.
(5-10 business days)
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Recommendations
Review the holistic plan and explain the benefits, risks, features and cost of different solutions. Address all the questions or concerns you may have.
(1-2 hours)
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Implementation
Discuss the services of any required or relevant professionals and implement the plan. Complete any applications and/or open accounts as outlined in your plan.
(1-12 weeks depending on complexity)
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Review
Continue to support your financial health and wellbeing through life-long partnership.
Update the plan in preparation for, and response to, life events.
(Annual Reviews or more often as determined by your unique financial situation)
Check out the Thaker Financial video featuring Jen Thaker here!
Articles, Blogs, Interviews
Check out interesting articles and blogs on topics that clients are asking about. And, find more interviews and videos with Jen here too.
Book a Discovery Call to learn more.
There’s no commitment, pressure, or obligation.
“Financial planning doesn't have to be intimidating or stressful! Jen’s whole approach is very supportive, and she really listened to my goals and also concerns and fears. Jen didn’t pressure me into anything and she gave me time to think things over and ask her any questions I had (without making me feel stupid!). Jen offered great advice and the process was really collaborative. I highly recommend working with Jen to live your best financial life!”
— Karen B ~ Open Heart Counselling
“Jen made personal insurance products and investments easy to understand, and was extremely knowledgeable. I felt she was recommending the right products for me, and she fostered a sense of trust. She is very personable and easy to work with, willing to happily answer my thousands of questions! I would definitely recommend working with her for your financial planning needs.”
— Lindsay B. ~ North South Travel
Jen is extremely knowledgeable with insurance and investing. She absolutely goes above and beyond in making sure that you've been taken care of. Jen is the perfect person for this role because of her personal experience and her curiosity that drives her to find what's best for you. She walked me through multiple scenarios and matched me with the best products for my situation and helped me understand what they were for. I wouldn't hesitate to recommend her to anyone!
— Nick Man ~ International Internet Advertising Services Inc.
"Jen is an extremely personable Financial Advisor. She understands the needs of health practitioners from her own experience in the industry. She seamlessly found and set up the best disability Insurance plan for me. I do not hesitate to refer my family and friends to Jen for financial advice."
— Kaitlin N. ~ Osteopathic Practitioner