Base
Financial Planner
Jen Reid | she/her/hers
☎️: 508.864.9482
website: baseplanning.co
instagram: jen.e.reid
📍Boston, Massachusetts | Remote ✅
A little about Jen…
Base is a Financial Planning, CFO + Money management firm working to help you take control of your finances, build massive wealth and really feel confident when it comes to money and financial planning. We are not a traditional financial planning firm - no asset under management fees, no high commission products. We are a flat fee for service consulting firm that makes sure you have the best product and education to have success no matter what.
Certifications
Series License
Testimonials
I call Jen my wealth wizard :) Not only is she an expert at what she does, but she thinks out of the box and is motivates you to hit your goals and make all your financial dreams come true.She has encouraged me to dream and have big goals for my money. - CL
Jen has given me the tools to be successful in managing my finances on my own. Although I do lean on her for support, I am the one truly learning to do it on my own. Jen has greatly improved my mental relationship with money and finances. - MS
Jen has transformed my personal finance journey - working with her has made me more aware of where my money is and how I can make it work for me. She taught me how to budget and I've been able to make a huge dent in my savings goals in just a few short months. I've tried using budgets that you can find online that have pre-populated budget items, but they never seem to realistically portray my monthly spending, so I always ended up frustrated and just gave up. Jen personalizes her coaching to you, so that you can have money for what's important to you while realizing your financial goals. - Georgia Scott