JANE MACDONALD, FINANCIAL PLANNER, PARTNER

Jane MacDonald helps clients better understand and manage their finances as a critical first step toward reaching goals and developing a feeling of confidence. Whether detailed cashflow analysis is called for or a broader look is needed, Jane will work with the client to suit the circumstances. Jane prefers to meet with clients at least quarterly and, through this ongoing series of meetings, reviews all facets of the client’s financial life in an orderly way. LICENSES & CERTIFICATIONS: CERTIFIED FINANCIAL PLANNER™ practitioner, CFP® Licensed Insurance Agent