Empower Your Financial Journey Today
Building Confidence Through Financial Education and Coaching
WELCOME!
We're thrilled to have you here! Whether you're looking to build a solid financial foundation, tackle debt, plan for your future, or achieve your biggest money goals, you're in the right place.
Our mission is to empower you with the tools, strategies, and confidence to take control of your finances and create a life of abundance. Explore our resources, schedule a consultation, or reach out—we're here to support you every step of the way.
Your journey to financial independence starts today!
Who We Are
FinanciFI is a financial coaching and education business whose mission is helping parents, military families, and veterans take control of their personal finances. We offer personalized financial education through individual coaching sessions, small group classes, and workshops. Specializing in military and veterans' pay and benefits, our mission is to empower clients by providing a supportive and non-judgmental environment where they can boost their financial confidence.
Jex's Story
When Jex joined the Marine Corps, she didn't know much about money. She had about $25,000 in student loans, which was almost equal to her annual salary. One day, she Googled "how to pay off student loans quickly," went down the personal finance rabbit hole, and hasn't come up since. Since she left active duty, Jex has been a Budget Analyst for the US Army, volunteered as Treasurer and Financial Analyst of a non-profit organization, and worked as a financial paraplanner. While all of these roles involve money, Jex's true passion is helping clients creating new, positive habits with money to create more stable financial foundations for themselves and their families.​​
Who we Serve
Military
As a veteran and military spouse, Jex knows firsthand the unique challenges that come from military life. We cater to the unique financial needs of military personnel, providing tailored advice and coaching to optimize your financial well-being. We understand military pay and benefits and how they affect you in real life, and we help clients navigate their complexities. One way she shows her dedication to military servicemembers and veterans is by holding the Military Qualified Financial Planner® (MQFP®) designation- earning this certification requires passing a rigorous exam that tests one's knowledge on a variety of military-related topics, such as Active Duty pay and allowances, TRICARE benefits, Veterans Affairs (VA) benefits, SGLI, PCS entitlements, military-specific tax issues, and much more.
Veterans
For veterans transitioning to civilian life, we offer specialized financial guidance to navigate your benefits and pensions effectively. From the Survivor Benefit Program (SBP) to VA compensation claims, we've assisted clients in making the complex decisions that come from this major life transition. Our goal is to inform you of your options, explore the advantages and disadvantages together, and empower you to make informed financial decisions that are right for your family. If you've been a veteran for a while, chances are good that we can help you better understand your existing benefits and entitlements and how they affect your financial situation.
Parents
Our services are also well-suited to busy parents seeking expert financial advice. Whether you are managing debt, juggling competing priorities, or preparing for your kids' future or your own, our tailored financial solutions can help you achieve your financial goals. As a parent to two busy daughters herself, Jex understands the importance of getting accurate, relevant, and actionable information without a lot of wasted time. Financial coaching does require time and effort outside of sessions, but the results are well worth it!
Testimonials
We feel so much more confident having you in our corner. Thank you for all your help!
W&D - Client
I've gotten a lot of value from coaching. I didn't know where my money was going, and I was never actually sticking to a budget. This has not only helped me be more mindful in general, but my anxiety levels have definitely gone down because there's a plan. I don't feel like I'm being restricted at all. It's just so nice.
B - Client
Of all the presentations at the conference, yours was my favorite!
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K - Large Group Presentation Attendee
