Different ways of how to Make and Save money - starting with financial planning.

Financial Planner (FP) and an expert in estate and legacy planning, with over 15 years of experience helping families navigate complex wealth transfers. Before joining the firm, Jane served as a financial advisor, where she developed a deep expertise in investment management, tax-efficient strategies, and retirement planning. She holds a Bachelor's degree in Finance and a Master's degree in Financial Planning. Jane is known for her compassionate and client-centric approach, ensuring that every family she serves feels confident and informed about their financial legacy. Outside of work, she volunteers with a local non-profit dedicated to financial literacy and enjoys spending time outdoors with her family.

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