Jane Levine's Value Proposition for her Clients

Organization. I help get your financial life in order by assisting you at both the “macro” level of investments, insurances, estate planning strategies, employer benefits, tax strategies, etc., and the “micro” level of your budget or cash flow.

Objectivity. I provide behavioral counseling and coaching to help you manage emotionally driven decisions—especially during those times of major negative events impacting the markets.  I am available to consult with you at key moments of decision-making, provide relevant research necessary to help ensure you have all the information, and disclose any of my own or firm’s compensation arrangements with outside parties.

Accountability. I help you follow through on your financial commitments, by assisting you in establishing and prioritizing your goals, identifying steps you need to take, and reviewing your progress towards achieving them.

Trustworthiness.  I aim to be the trusted resource for my clients, earning that distinction by consistently treating their wealth as if it is my own.

Proactivity. I work with you to anticipate your life transitions and to be financially prepared for them, by assessing any potential life transitions that are anticipated, and creating the action plan and implementation necessary to address and manage them.

Partnership. I attempt to help you pursue the best life possible and will guide you towards making your life a success – primarily from a financial standpoint.   I take the time to clearly understand your background, philosophy, needs, ambitions and objectives, work collaboratively with you on your behalf, and offer transparency around any costs and compensation.


In summary, I feel fortunate to be in an industry where the objective is to help people and make a difference in their lives.