Jennifer Perri "the SMART MONEY GAL"

 I meet women every day who do not know where to start when it comes to talking about money and how to best prepare for their financial future. It can be overwhelming and can often put people in a vulnerable state, which is not a comfortable place to be. I hope to change that. I want to make hard conversations easy,  break the cycle of procrastination and help women focus on what they can control instead of dwelling on what they cannot.


My mission is to equip our clients with the education & tools necessary to make smart money decisions for themselves and their families.  Through my blog, podcast and other educational resources, I hope to reach people who are looking to have real conversations,  tackle serious topics and are motivated to take the necessary steps to plan for the life they have always dreamed of. I want to help you develop a healthy AND empowered relationship with money so you can live your best life. 


 I look forward to connecting with you! 


Jennifer Perri

CEO of Swan Financial

The smart money gal podcast is now available on itunes and spotify!

Jan
15
Looking Ahead: What to Consider for 2021


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At the start of a new year, it often feels natural to go into planning mode and make sure your financial house is in order.


But, the ongoing pandemic and a changing political landscape may make uncertainty a common theme for 2021.


How can you plan ahead no matter what this year may bring? Here are a few evergreen strategies and relevant details to keep in mind.


And, as always, reach out to discuss your questions anytime.


Recession adjustments. Even though we may now see a light at the end of the tunnel, the economy will likely take some time to recover from the pandemic. During a recession, evaluating your financial goals and aligning your budget can help keep you on track for the future.


Pot...


Dec
02
Nov
03
Oct
30
Chill, it's still the weekend.


Oct
27
Oct
26
Oct
23
Oct
21
Oct
19
Take charge, but stay focused.


Oct
16
A day for rest and relaxation.


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