Exit Planning Institute - Find a CEPA | Jenna VanLeeuwen, CFP®

I help online business owners, entrepreneurs, consultants, and digital creators create a life they love.

Aligning Wealth is the financial advisor chosen by consultants, influencers, course and content creators, e-commerce, media, and digital product entrepreneurs, and digital marketers. We’re their go-to financial partner, helping them optimize their finances, increase their impact, and provide the support they need to build their ideal lives.

For many of my clients, this means avoiding paying unnecessary tax, thoughtfully managing investments, building sophisticated retirement strategies, and navigating liquidity or exit events.

Above all, I help entrepreneurs optimize their success to create long-lasting wealth in line with their values and vision.

If can assist you or your clients in building wealth and navigating a liquidity event, or you are just interested in getting to know each other, please reach out and schedule a call by visiting my website: www.aligningwealth.com

I'm always happy to chat!

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I help online business owners, entrepreneurs, consultants, and digital creators create a life they love.

For many of my clients, this means avoiding paying unnecessary tax, thoughtfully managing investments, building sophisticated retirement strategies, and navigating liquidity or exit events.

Above all, I help entrepreneurs optimize their success to create long-lasting wealth in line with their values and vision.

I'm always happy to chat!

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2022 Colorado State of Owner Readiness Quick Look Brochure

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2022 Colorado State of Owner Readiness Report

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