Providing a Personalized, Holistic Approach to Financial Health for Professional Women,
Their Families and Women Business Owners
Working with Jenevieve Lenz provides you the unique opportunity to strategize for your success. Jenevieve, along with her professional team, will work with you to plan and map out an optimized financial future, then help you build towards that future.
Jenevieve does this by showing you a clear picture of where you are today and listening to your concerns for tomorrow, to meet all your financial goals. This includes building wealth, ensuring your money is protected, maximizing retirement income, and the legacy you leave to your family or business partners and community. By recognizing your concerns and desires and spotting the things that must change, she and her team can help you build financial wealth as you create optimum lives for yourselves and your families.
Experience & Education
Jenevieve is the third generation of entrepreneurs. She has successfully helped her business-owner father retire and other small businesses navigate the financial challenges on the personal and business side. Her purpose is to help her clients by providing uncommon, trustworthy, and person-centered advice about your financial circumstances and future. The sea of information available can cause procrastination, anxiety, and confusion.
Jenevieve invests in herself to provide value to her clients. This is most evident in her commitment to ongoing education. She believes that by keeping ahead of the fast-paced changes in our economy can she be of optimum value to her clients. She is dually licensed in Investments and insurance and attends industry education classes, making her a highly sought-after financial specialist.
Philosophy
We live in a society built on “doing it yourself” - DIY. This works in some areas of life. However, it is not working in people’s finances when 57% of Americans retire with less than $25,000*. Jenevieve takes an uncommon approach towards long-term financial success. Breaking away from common models, she creates a personalized plan beginning with a thorough understanding of your current situation. She then helps you envision “a good life for the rest of your life.” Only after understanding your current situation, goals, and aspirations for the future is she able to offer step by step guidance towards building that future.
Contact Me
If you’re looking for someone to help you obtain your financial goals and create realistic, authentic plans, then schedule a call.
A 30-minute consultation can tell you if Jenevieve is the right financial partner for you.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 7101 11350 McCormick Road, Executive Plaza III, Suite 202, Hunt Valley, MD 21031, (667) 318-0801. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of Guardian, New York, NY. PAS is a wholly owned subsidiary of Guardian. Financial Growth Partners is not an affiliate or subsidiary of PAS.
