When Jan was 24 years old, she made up her mind that she would
be rich one day. Her inspiration came from a simple guide that promised
wealth for anyone who followed three basic principles:
- Remain debt free
- Pay yourself with the first 10% of your earnings
- Choose reasonable investments
In the beginning, she adopted the practices while thinking there must
be more to becoming wealthy. Could the road to riches be that straightforward?
Jan learned firsthand that it was.
With a keen interest in finance and accounting, Jan earned her MBA in
both disciplines. In 1988, she obtained her CFP® accreditation. After
two decades of practicing as a CERTIFIED FINANCIAL PLANNER™ and
conducting money management seminars, she confirmed two important points:
- Yes, the process for getting rich is simple.
- No matter how much money people make, they will never reach financial
independence without making the most of the dollars they earn.
Resolving to share her straightforward, practical processes with a far-reaching
audience, Jan authored Get Your Assets in Gear! Smart Money Strategies.
She’s a woman on a money mission, which involves a two-part education:
1. Learning the Mechanics
- How to get out of debt
- How to set up a spending plan
- How to invest wisely
- How to imitate the way self-made millionaires handle money
2. Learning to Change Your Relationship with Money
How to create a mindset and a reality in which money become a source of
happiness in your life
As a frequent speaker on financial planning topics to a variety of audiences,
which include civic groups, PTAs, churches, schools, investment clubs,
universities, and prisons, Jan is known for seminars and presentations
that deliver information in a dynamic, entertaining, engaging, and, most
of all, empowering format. People who hear Jan’s messages are inspired
to take action, implementing the changes that will ensure their financial
independence.
For more information about Jan’s seminars
and her availability for speaking engagements, please click
here |
Currently a CERTIFIED FINANCIAL PLANNER™ practitioner
in Atlanta, Georgia, Jan is affiliated with LongView Wealth Management.
She advises clients who have saved at least $250,000 with the goal of
becoming a millionaire or multimillionaire. She provides both full-service
financial planning and fee only investment management services.
Prior to financial planning, Jan worked as a corporate lending officer
with several banks, including Citicorp in their Private Banking Division.
Her professional life began in 1971 when she joined the United States
Navy and served as an Admiral’s Aide on the Atlantic Fleet Commander’s
staff.
Jan has served on the Atlanta Boards of Directors of both the Financial
Planning Association (FPA) and the National Association of Women Business
Owners (NAWBO).
Frequently in the media, Jan has been quoted in a number of publications,
including Wall Street Journal, Reader's Digest, Money Magazine, USA Today, SmartMoney Magazine,
bankrate.com, the Atlanta Journal Constitution, and many others.
She has also appeared on a number of radio and TV shows. At present, she
is the financial expert for Wedding Television Network’s Love
and Money show, which is broadcast on Comcast Cable.
Jan invites you to contact
her for additional information.