ABOUT 

Jennifer Rickle, CPA
Principal

Hi there! I'm Jennifer, a CPA and fee-only financial planner who is passionate about helping women entrepreneurs and small business owners, regardless of their income or net worth, gain wealth and lifetime financial security through thoughtful and intentional financial planning.

As a business founder and owner myself, I understand the challenges you face. From the moment you said to yourself "I'm going for it!" and launched your business, each day brings an overwhelming number of decisions to be made, both in and out of your area of expertise.  Regardless if you're in the initial years of bootstrapping and hustling, or if your new focus is on scaling effectively and efficiently, it's imperative that your personal financial plan is working in conjunction with your business' growth and is supporting your unique needs.

 

I bring clarity, transparency, structure, and WellPlanned action to my client's personal finances, as well as supporting their businesses through tax preparation and bookkeeping services. 'Cause hey, having everything in one place is one less decision you have to make!

Want to learn more? Drop me a line anytime at jennifer@wellplannedfinance.com or book a free consultation here.

Jenn Valenza, CPA
Freelance - Financial Modeling & Analysis 

Hello!  I am Jennifer too.  Quite a popular name here at WellPlanned!  I go by Jenn and am a CPA with over a decade of diversified accounting and financial experience. 

Although I love all things numbers, my sweet spot is financial modeling.  Having spent the majority of my career in FP&A (Financial Projections & Analysis), I can crank out driver-based models in my sleep.  Well... not exactly, but I often dream in Microsoft Excel :)

 

I enjoy distilling complicated business operations into simple, easy-to-digest driver-based financial models.  What are the levers we can pull?  What are their sensitivities? What are the bottlenecks?

As an entrepreneur and business owner, you wear many hats. Well leave this hat to me, and together we will make sure you are making the best financial decisions for your business.    

Ready to hang your Excel hat?  Email me at jvalenza@wellplannedfinance.com or book a free consultation here

  • Instagram - White Circle
  • LinkedIn - White Circle

WellPlanned Finance PLLC

1801 E 51st St, Ste 365-297

Austin, TX  78723

(512) 582-3423

© 2019 by WellPlanned Finance PLLC

WellPlanned Finance PLLC (“WPF”) is a registered investment advisor offering advisory services in the State of Texas where registered/notice filed] and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WPF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of WPF, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.