I am Jenelle Ong, a committed financial planner with one vision: transforming your financial concerns into confidence. As a mother and seasoned advisor, I specialize in making financial planning simple and empowering for individuals and families.

My approach is centered on three core principles:

Clarity: Clear guidance to make informed financial decisions.

Continuity: Support for achieving life plans.

Confidence: Empowerment to live the desired future and retire with confidence.

I offer Hyper-Personalized Financial Planning, utilizing a digital planning tool that integrates various aspects of financial management, from insurance to investments. Creating goals and scenarios according to individual circumstances and risk tolerance, allowing you to visualize life events. This systematic process simplifies complex financial scenarios into clear, actionable steps.

Known for my "white glove" service, I am often described as a passionate advisor and a trusted friend. My clients deeply value the comprehensive care and support I provide, which spans both their financial and personal lives.

On the corporate front, I design and implement comprehensive, cost-effective employee benefits programs. These programs focus on enhancing employee well-being and managing business insurance risks, providing peace of mind that your business and employees are well-cared for.

As an Associate Director with Finexis Advisory, one of the largest independently-owned Financial Advisory firms, I have access to a broad range of products and services. This allows me to offer optimized solutions tailored to the specific needs and goals of my clients. My role equips me to be an invaluable guide in your journey towards financial security and empowerment.

Follow me on this journey @ www.journeybeyondfinance.com

#Journeyingwithjen #journeybeyondfinance

One family at a time.