Jul 5, 2024
In this episode of The Brave Enough Show, Dr. Sasha Shillcutt and Jacque Denson discuss:
What to know about your financial status and work benefits
How to financially prepare for career transitions
How to know your “Cost to Leave”
How women can take charge of their finances and embrace change
Jacque’s passion is building strong, lasting relationships with her clients – she knows what truly motivates them to achieve their financial goals. She builds one-of-a-kind financial plans unique to each family and enjoys building different scenarios to walk through the multiple paths they can take to achieve their goals. Jacque loves seeing children grow up, hearing about vacations, helping secure financing for dream homes, and thinking creatively to help her clients realize their dreams. Though Jacque enjoys working with all types of doctors, her favorite clients are her female physicians. She is an advocate for equal pay for women in medicine and has experience devising timelines and strategies for maternity leaves to keep her female clients from being set back in wealth accumulation relative to their male counterparts. Jacque is passionate about seeing a change in the financial industry from a gender diversity standpoint and is inspired by the strides she has seen women make in medicine!
Jacque has been in the financial industry for over a decade, working in client service roles at Edward Jones, Lincoln Financial, and Larson Financial before joining the Vestia team as a Financial Advisor. She obtained a Bachelor’s Degree in Business Management from Maryville University in St. Louis, and holds her Series 66 registration, Life & Health Insurance License, and is a CERTIFIED FINANCIAL PLANNER ®. As a goal-oriented, lifelong learner, Jacque is always looking to further the expertise she can offer her clients. She recently completed the Investment Management Theory & Practice Education Program through Yale University and lends her knowledge to Vestia’s Investment Committee.
Outside the office, Jacque enjoys spending time with her husband, Aaron, and their children, Landon and Caroline; tending her backyard garden; and working with her husband on their side-hustle, a nutrition business for high school and college wrestlers.
Quote:
"Be educated on your next step, even if you are not planning to leave. You want to know your “cost to leave” before you have to for any reason.” Jacque Denson, Certified Financial Planner
Episode Links:
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