Modern-Wealth
Jennifer Lee, AIF®, AWMA® is the founder of Modern-Wealth; a Sarasota-based financial firm with a focus on helping individuals experiencing transition.Jennifer has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events. For over 27 years, she has helped facilitate her clients through challenges as they experience life’s upsets such as divorce, the loss of a spouse, or business to retirement transition. Whether you are experiencing divorce, a business client expanding or selling your operation, or a couple wanting to make sure they have provided for their family, Modern-Wealth may be a good fit. Jennifer provides a fresh perspective to the financial planning process by digging deep to understand what drives her clients. At Modern-Wealth, they build long-lasting relationships.
Jennifer is the author of "Squeeze the Juice: Live with Purpose, then Leave a Legacy." (squeezethejuicebook.com/)
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Sudden Money: Divorce
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Financial Building Blocks
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Creating Your Financial Bucket List
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Mind Mapping
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Are You an Ostrich?
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Writing Your Family Love Letter in 2023
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Crunch Time
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Writing Your Family Love Letter
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Sudden Money
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Building a Machine
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Financial Planning is Simple
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Meet Modern-Wealth
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