
Parental Leave Planning
Fully Funded Parental Leave Planning is for freelancers and business owners who want to take time off with confidence so they can focus on what really matters.
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Hi! I’m Jen
I'm a Brooklyn based mom of two, a financial counselor, a former doula, and I’ve been self-employed my entire adult life. My passion is working with parents and self-employed people to implement financial strategies so they can live with financial confidence, less stress, and meet their lifelong goals.
I've trained with the Association for Financial Counseling & Planning Education in financial counseling. I help clients with a variety of financial projects anywhere from debt management, to creating monthly financial routines, to building their first $100K in assets.
Together we create an actionable plan, so you can work step by step toward your financial visions. It's my sincere hope that we can all live with strong financial foundations, so we can dedicate our lives fully to the many causes we believe in.

Parental Leave Planning is designed for expecting parents who want to:
- Understand their parental leave options and benefits
- Plan for the financial impact of taking parental leave
- Create a smooth transition plan for work responsibilities and duties
- Prepare for the emotional and practical challenges of parenting
- Explore their career goals and aspirations post-parental leave
How Does It Work?
- First we start by identifying your values and goals as a parent. We believe that successful parental leave planning starts with understanding what’s important to you and your family. We’ll work with you to define your priorities and create a plan that aligns with your values.
- We then want to assess your current situation and needs. We’ll help you understand your parental leave options, including any insurance funds you may be able to opt into, and guide you through the process of calculating the financial impact of taking parental leave. We’ll also help you create a transition plan for work responsibilities, so that you can fully focus on your family during your leave.
- The final step is to create an actionable parental leave plan. We’ll collaborate with you to create a comprehensive plan that covers your short-term and long-term goals, and ensures that you’re prepared for the emotional and practical challenges of parenting. We’ll also help you explore your career goals and aspirations post-parental leave, so that you can return to work with confidence.
Coaching sessions with Jen held over Zoom.
Session notes, resources, and actions steps provided.
Unlimited Voxer access for update, questions and accountability for the package duration.
Parental Leave Planning Coaching...Here’s What’s Included
- Each strategy session includes two, one hour meetings. The first meeting is to review your financials and parental leave goals. The second meeting is to make your plan. Both sessions are held 2 weeks apart, and no longer than 30 days apart
- A customized road map to set up your business for your parental leave
- Creation of actionable steps for you to implement your parental leave
- Session notes, resources, templates, and recommendations
- Voxer support for any questions that might come up for 30 days
- Cost: $1200
Topics We Can Cover
- Navigating Leave Policies: Understanding your options for state family paid leave insurance funds, or disability funds
- Budgeting for Leave: Creating a budget that accounts for your reduced income during parental leave
- Preparing for Baby’s Arrival: Identifying and budgeting for the costs associated with preparing for a new baby
- Return to Work Planning: Developing a plan for returning to work after parental leave, including transitioning back to work and adjusting to the changes in work and home life
- Family Planning: Discussing long-term family planning goals and developing a financial plan to achieve them, such as saving for college or purchasing a home
- Insurance Planning: Evaluating your insurance needs during parental leave and making any necessary changes to ensure your family is protected
- Building Your Support Network: Identifying and building a support network of family, friends, and professionals to help you during parental leave and beyond
Frequently Asked Questions
- What is a Financial Counselor?
- What is your training and background?
- Do you sell any financial products?
- If I have a spouse or partner should they attend the sessions too?
- Do you offer sliding scale or discounted rates?
- How can I find out if my state offers Paid Family Leave?