Jen Mayer, a white woman and founder of Fully Funded, wearing a mint beanie and green sweatshirt, sitting at her kitchen table on her computer

financial counseling

Strategy Sessions

Fully Funded Financial Coaching is for people who are ready to step-up their money game, and make actionable change for their future.

Jen Mayer, a white woman and founder of Fully Funded, wearing a white sweater, sitting at a wooden table, smiling in front of a green background

Hi! I’m Jen

I'm a Brooklyn based mom of two, a financial counselor, a former doula, and I’ve been self-employed my entire adult life. My passion is working with parents and self-employed people to implement financial strategies so they can live with financial confidence, less stress, and meet their lifelong goals.

I've trained with the Association for Financial Counseling & Planning Education in financial counseling. I help clients with a variety of financial projects anywhere from debt management, to creating monthly financial routines, to building their first $100K in assets.

Together we create an actionable plan, so you can work step by step toward your financial visions. It's my sincere hope that we can all live with strong financial foundations, so we can dedicate our lives fully to the many causes we believe in.

An Asian woman wearing a green long sleeve shirt, sitting at a table, writing in a notebook

You're making good money but are feeling...

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Overwhelmed about money, taxes, and financial planning
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Want to buy a house, leave your job, start a family, or start your own business
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Have a list of financial tasks to do, but aren't sure where to start, or even HOW to start
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Want to be saving more money and investing money for the future
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Want to create Financial Freedom and Generational Wealth

How Does It Work?

Identifying Your Financial Values and Goals

While we do focus on finances, that’s only the tip of the iceberg. I want to learn about your values as a person first because I believe that true financial success is achieved when your finances are in alignment with your values. I’m here to help you define what’s important to you and create a life that supports your priorities.

Assessing Your Current Financial Landscape

This is all about mapping out a clear picture of your financial habits. We start by identifying three things: what comes in, what goes out, and what’s left over. In looking at these numbers we can identify areas of improvement and start to think about new strategies to implement that work for you.

Creating an Actionable Financial Plan

This is where we get to put our heads together and collaborate on an actionable plan that covers your short term, intermediate, and long term goals for you to start using. I’m there to provide education, support, and guidance, and you’re there to make sure that this plan is in alignment with your values and goals.

Three monthly 60 minute meetings with Jen are held virtually over Zoom.

Session notes, resources, and actions steps provided.

Voxer access for six weeks for follow-up questions.

I need this!

Strategy Session: Here's What's Included...

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Each strategy session includes three, one hour meetings. The first meeting is to review your financials and explore your immediate and long term financial goals. The second meeting will explore core financial education around the financial projects you're working on. In the third meeting we'll create you plan for you to implement in order to reach your goal. Sessions are held monthly for three months.
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A customized financial road map with a clear trajectory toward accomplishing your goals
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Creation of actionable steps for you to implement short and long term
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3 months of Monarch Money, Session notes, resources, templates, and recommendations
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Voxer support for any questions that might come up for 90 days
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Cost: $1200 (sliding scale pricing available)

Topics We Can Cover

Financial Foundations: Learning and implementing financial systems
Planning: Monthly budgets spending & savings plans, savings accounts
Retirement: Learning options & strategy for retirement savings & investing
Family Financial Planning: What to have in place after having kids
Investing: Learning the basics of investing in the stock market
Parental Leave: Financial planning for maternity and parental leave
Self-Employment: How to manage variable income, set up your own benefits, and more

Work with us

what others are saying

“I have always found budgeting stressful, and starting up a new business has felt overwhelming at times! But you made it so easy to put together a financial plan, and I feel more confident in my ability to make it happen too. It’s the first time I enjoyed budgeting, it’s going to be so useful going forward knowing how much I need to make and having a clear spreadsheet I can put all of my spending into. I can’t express how valuable our session has been to me.” - Catherine

“I am so grateful for my financial planning session with Jen! I am one semester into a three-year graduate school program and with Jen's help I feel very well positioned to manage my student loans. She helped me reflect on my goals and outline clear action steps. It was just the motivation I needed to get organized with my finances!” - Annie

“I absolutely loved my session with Jen and felt so much more clear and confident after. I am someone with a lot of insecurity around money management and while I felt a bit vulnerable going into the session, it quickly went away. Jen provides a completely non-judgemental space for discussing a very sensitive topic and had plenty of solutions for each of my financial worries and questions. I walked away with a clear plan of action and was actually excited about managing my money after. Thanks Jen!” - Janice

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Frequently Asked Questions

What is a Financial Counselor?
Financial Counselors are trained professionals who educate clients in sound financial principles. We assist clients in the process of overcoming their financial indebtedness, help clients identify and modify ineffective money management behaviors and guide clients in developing successful strategies to achieve their unique financial goals.
What is your training and background?
I am accredited with the Association for Financial Counseling & Planning Education (AFCPE®). AFCPE® is the nationally recognized leader in financial counseling, coaching and education. Bringing together research, education and practice, they support the profession through comprehensive training, professional development and high-quality resources to help improve the economic well-being of individuals and families worldwide.
Do you sell any financial products?
Nope! I am a fee-only financial advisor. I don't earn commissions by selling financial products. Clients pay a fee to enlist my services. That way I only work for you, and have your best interest in mind.
Can I still work with a financial counselor if I’m in a lower income bracket?
Absolutely! Financial counseling is great for folks who have less than $250K-$500K in assets and are looking to grow their wealth over time.
Do you invest money for clients?
No, I don't manage any client assets or investments directly. I provide education, clarification, and guidance to clients so they understand their investment options. I have a variety of referrals available for clients depending on their investment needs.
If I have a spouse or partner should they attend the sessions too?
If you're married or in a partnership it's often very helpful if both partners can attend the financial counseling sessions. That being said, every partnership is different, so if one spouse wishes to attend, that is okay too.
Do you offer sliding scale or discounted rates?
For one on one sessions I offer a limited amount of sliding scale sessions a month.

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