Financial Planning for Women in Medicine with Jacquelyn Denson

Women are making significant medical strides, breaking down barriers, and excelling in diverse specialties. However, their road to financial freedom is often paved with hurdles requiring a personalized and gender-aware approach. In this episode, Lauren continues the Meet Our Advisors series and talks with Jacquelyn Denson, Financial Advisor at Vestia. Jacque is passionate about creating long-term relationships with women in medicine and helping them with their unique challenges in the workforce and life. She believes in values-based financial planning, empowering them to achieve their goals today and in the future. Jacque wants her clients to build wealth that matters and protect their income in a way they can enjoy today. Passionate about seeing a change in the financial industry from a gender diversity standpoint, Jacque talks with Lauren about why she chose to specialize in working with women physicians. She discusses how she provides personalized financial planning strategies to meet her client's present and future goals. Jacque also shares the importance of building long-term relationships with clients and helping them navigate life's curveballs.

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