Jennifer Kramer, a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA) is the founder of Jayco Wealth Management, Inc. Jennifer started the firm to provide clients individualized and customized financial planning and investment management services. This includes retirement planning, cash flow projections, tax and estate planning and investment advisory services which are pieces of a comprehensive financial plan.
Jennifer began her career in the Tax Consulting practice of Arthur Andersen. After leaving public accounting she worked in leadership roles in Corporate Finance, Treasury, and Mergers and Acquisitions (M&A) for two large multi-national Fortune 100 companies. While working as an M&A professional she saw a need for more finance education, especially for women. In 2008 she started a finance education service called Live Money Wise. After leaving the corporate world in 2012, she decided to expand her services from just finance education to a comprehensive financial planning and asset management firm. In 2014 she founded Jayco Wealth Management to do just that.
Jennifer’s prior M&A experience allows her to specialize in helping clients with small businesses, those interested in starting or purchasing small businesses or clients looking for an exit strategy for their business. In addition, she focuses a large part of her practice in serving women with their personal finance needs.
Jennifer graduated cum laude from the University of Florida with a Bachelor’s degree in Accounting and a Master’s degree in Accounting with a tax concentration.
Jennifer lives in Atlanta with her husband and two sons.
A full service Financial Planning and Asset Management Firm
Jennifer Kramer CPA, CFP®
jennifer.kramer@jaycowealth.com
O 404-731-7592
C 770-778-9588
Financial Planning
A well thought out financial plan benefits everyone no matter of age, gender, income level, or amount of assets accumulated to date. At Jayco Wealth Management, we help our clients identify their short and long term financial goals and create a plan that shows them a path to achieve these goals. Our plans are comprehensive and include: Retirement Planning, Estate Planning, Investment Planning, Tax Planning, Risk Management, Educational Funding and Cash Flow Analysis. We also implement a strategy for monitoring the plan and adjusting it as various life events occur or goals get reassessed. Our objective is that our clients are successful in achieving their financial goals. A Financial Plan is a valuable tool toward that result.
About
Services
Investment Management
The first step in assessing the right investment portfolio for a client is to understand the individual client’s goals and objectives. This is done by considering the investment time horizon, liquidity and income needs both short and long term, risk tolerance, and asset constraints. It is understood that both quantitative and qualitative factors determine the right allocation mix. A great deal of time is spent getting to know our clients so that meaningful assessments can be made in these areas. Investment recommendations are made that meet a client’s individual criteria.
Financial Education
Financial education is an important part of the practice. We believe it is our responsibility to make sure our clients understand our recommendations in all aspects of their financial health. We also offer seminars to businesses and individuals on a range of financial topics. Many of our education offerings are addressing the unique financial needs of women because we understand that many smart, independent, professional, and educated women are not as engaged in their own financial lives as they know they should be. We assist women in becoming more financially conscious and becoming an active stakeholder in their financial health. Please contact us if you are interested in hosting a seminar for your employees, neighborhood, or group of friends. We can also tailor a program that is specific to your needs.
Divorce Financial Preparation
Going through a divorce is a trying and emotional process. It involves the division of assets and planning for a financial future that has been significantly altered. We have found that often times the process is more difficult than it needs to be because one spouse, often the wife, has no knowledge of the financial health of the household. Jayco Wealth Management offers a 3 step approach to Divorce Financial Preparation. Step 1 is an analysis and review of the household’s current financial situation including all income sources, bank and investment accounts, and other assets. Step 2 is an analysis of financial proposed financial settlements and recommendations are made as to which types of assets would be most beneficial to the client. Step 3 is addressing the post-divorce financial planning and asset management needs of our clients. We can assist a client with all 3 steps or any individual step. (Please understand that we do not offer any legal advice.)
Contact
Contact Jennifer Kramer, CPA, CFP® at 404-731-7592 or email jennifer.kramer@jaycowealth.com
Call Jayco Wealth Management at 404-731-7592
Let Us Help You See
The Forest And The Trees
Jayco Wealth Management is a full service, fee only financial planning and asset management firm. Independent sound financial advice and excellent communication lead us to building meaningful relationships with our clients, which is the foundation of our firm. Finance education is an important part of the practice and it is a priority to make sure our clients are well informed and well served.
Jayco Wealth Management, Inc. is a registered investment advisor offering advisory services in the State of Georgia and in other jurisdictions where exempted.