About Drumlin Financial Advisory
A Holistic Approach
Holistic financial planning is a process (rather than a one-time event) that integrates all areas of your financial life. It focuses on your goals, recognizes the potential influence of your beliefs and attitudes on financial decisions, and adjusts your plan as your needs and circumstances change throughout your life.
About Jill Hennessey, CFP®
Jill Hennessey is a Fee-Only, CERTIFIED FINANCIAL PLANNER™ professional and a member of the National Association of Personal Financial Advisors (NAPFA).
Jill received a BS in Biology from Tufts University and a Master’s degree from the University of Pittsburgh and, prior to becoming a Financial Planner, worked for many years as a genetic counselor and in various positions in the biotechnology industry. Jill chose to change careers in 2006 when her son was born and sought a profession that allowed her to use her counseling skills and her love of statistics. After much consideration, and to her surprise, she realized that financial planning was the right fit. She started Drumlin Financial Advisory in 2010 and chose to specialize in working with science and technology professionals with whom she shares a similar academic background.
In her spare time Jill enjoys spending time with family and friends, reading mysteries, watching the latest Star Trek series and training her Russell Terrier, Teddy, in scent work and obedience.
I begin with the basics, working with you to serve as your personal path toward financial peace of mind.
Defining your personal goals and values
Identifying your financial challenges and opportunities
Creating a tailored, long-term financial plan
Once we agree on the specifics of the plan, I implement it and provide ongoing monitoring of your investment portfolio. Ultimately, my goal is to help you build a solid financial structure to support your personal life goals—whatever they may be.
Commitment
Straight Talk
I don’t sell financial products, and I don’t get commissions. As a fee-only financial advisor, my only compensation is what you pay for my professional advice. My complete focus is on what is best for you.
All-inclusive approach
Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that I pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
Life is constantly changing
While my fee includes three annual meetings, you can meet with me or speak to me as often as is necessary to help you accomplish your financial goals.
Fiduciary Standard
I serve as your fiduciary, which means that everything I do is in your best interest. I am a member of the National Association of Personal Financial Advisors (NAPFA), the leading association for fee-only financial advisors.
Fee Only
I charge a flat annual fee based on your needs and the complexity of your situation (unlike many other fee-only advisors who charge a percentage of assets under management). Knowing in advance exactly how much you are paying for advice and ongoing investment management brings peace of mind. In a typical client situation, the minimum annual fee is $8,000.
Let’s Have a Conversation
Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy?