Testimonials

2. Abbey H., CEO, CFP®️

2. Abbey H., CEO, CFP®️

Jen and her staff were fantastic to work with. The recommendations were comprehensive & thoughtful, and the entire project came in on-time and within budget. I couldn’t be happier with the new systems we have in place and I noticed a...

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1. Matt Hall

1. Matt Hall

Jen Goldman is no joke. If you can get on her small roster of clients, you're lucky, but be ready for the tough love she brings to helping you build the model firm. We are more productive because of our relationship with Jen, and not just...

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Jason Gabrieli

Jason Gabrieli

Jen has helped push us beyond our comfort zone to get us toward the firm we really want to be. Along the way, she’s provided us with the resources and hand holding we needed to move the needle! I know we will look back on the investment...

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4. Tim L. Baker

4. Tim L. Baker

Professional, experienced, detailed, with complete knowledge of industry needed for the role that they play. Whether you consider them as an offsite colleague with skills you don’t have or one that provides another perspective as a...

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James Williams

James Williams

Jen helped our firm establish a new and better strategic direction that was more aligned to our culture. While the process was challenging, in the end it was rewarding and it helped our entire team develop an singular clear focus.  ...

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3. Michael Pallozzi

3. Michael Pallozzi

Jen has been a tremendous resource for our firm. She has helped us recognize many blind spots we had in running an effective, efficient firm. Jen has not only worked with our management team, but has spent a considerable amount of time...

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Testimonial – Michael Pallozzi

Jen has been a tremendous resource for our firm. She has helped us recognize many blind spots we had in running an effective, efficient firm. Jen has not only worked with our management team, but has spent a considerable amount of time...

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Testimonial – James Williams

Jen helped our firm establish a new and better strategic direction that was more aligned to our culture. While the process was challenging, in the end it was rewarding and it helped our entire team develop an singular clear focus.

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Testimonial – Isaac Wright

Jennifer has been extremely helpful with practice business management. Her ideas and cumulative experience helped fast track processes and bring our team closer together. Her dedication to her craft shows.

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