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.
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.
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.
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?