Jennifer M Duncan

Everyone’s Story is Different

Many people put off investing because they don’t know where to begin. Or they’re afraid it’s too late to get started. Maybe you’ve done a good job of investing up to this point, but now you find yourself navigating a major life transition. Perhaps a departed loved one managed the finances and taking on that responsibility feels overwhelming. If you can relate to any of these scenarios, you are not alone.

Regardless of where you are on your financial journey, it’s important to have an ally. Someone who listens without judging or applying pressure. Someone who will partner...