3399 Tates Creek Rd, Ste 115
Lexington, KY 40502
Training: The Seven Stages of Money Maturity Training Graduate more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
About My Practice
We’re a fee-only firm providing comprehensive financial planning for physicians and dentists.
About Jennifer Quire
Jen greatly enjoys the field of personal finance and has been working in the industry since 2008. She spent most of her life in Colorado, growing up just south of Denver and graduating from the University of Colorado at Boulder with a degree in Finance. Her husband’s career ultimately brought her to Lexington, Kentucky which she now loves. Outside of work, Jen enjoys being active outdoors, cheering on the Denver Broncos, all things Disney, and traveling whenever she can.
We typically work with younger families in the earlier stages of their financial journey.