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You don't need to understand finance
 To get your
finances right

Whether you're just starting out or getting ready to retire, we help you make sense of it all. No jargon, no judgment, just clear financial guidance that fits your life.

Let's Get Started!

Planning that actually fits your life

You're probably here because something about your financial situation feels murky—maybe you're not sure if you're on the right track, or you understand bits and pieces but can't see how it all fits together. Most people walk around carrying low-level stress about money, wondering if they're making the right moves or if they'll have enough when they need it. We simplify what feels complicated, give you straight answers about what actually matters, and build a plan that lets you stop worrying and start living with real confidence about what's ahead.

Retirement Planning<br/>

Retirement Planning

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Education Planning<br/>

Education Planning

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Investment Management

Investment Management

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Breaking barriers to make planning approachable!

Most financial planning feels like getting advice in a foreign language. We break it down into steps you can actually follow.

Step 1

Step 1

Step 1: The Snapshot

We sit down and discuss where you are financially and where you want to be.

Step 2

Step 2

Step 2: The Plan

Recommendations will be presented and we will walk through the strategy so you understand exactly what is being proposed.

Step 3

Step 3

Step 3: Take Action

Once you're comfortable with the plan, we begin the process of getting your money to work for you.

Download our free retirement ebook

Retirement strategy is an important part of holistic financial wellness, yet it can present a unique set of challenges and considerations for women. While the fundamentals of saving, investing, and retirement strategy are universal, women may face distinct factors that can impact their retirement roadmap.

Meet the Team<br/>behind your plan

Meet the Team
behind your plan

Jacques Wealth Management was founded by Lisa Jacques, a former ICU nurse who spent 35 years taking care of people before bringing that same dedication to financial planning. We're a team that believes you should actually understand what's happening with your money—not just trust that someone else has it handled.

Ready to get started?

Let's talk
about your goals.

The hardest part is showing up for that first conversation—after that, it gets a lot easier. Let's sit down, look at where you are, and figure out what makes sense for where you want to go.

Schedule a Call